Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,167 | $185,141-88.6% | $153,416-86.2% | $155,188-86.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 20.58% | 18.72%+1.9pp | 17.84%+2.7pp | 148.84%-128.3pp |
| Employer contribution / active EE | $2,873 | $4,489-36.0% | $3,764-23.7% | $4,248-32.4% |
| Participant deferral / active EE | $5,745 | $5,477+4.9% | $4,723+21.6% | $6,531-12.0% |
| Admin fee / account holder | $7 | $16,005-100.0% | $13,095-99.9% | $14,480-100.0% |