Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,205 | $142,354-85.8% | $125,529-83.9% | $155,188-87.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 24.99% | 306.06%-281.1pp | 202.56%-177.6pp | 148.84%-123.9pp |
| Employer contribution / active EE | $2,130 | $3,501-39.2% | $3,058-30.3% | $4,248-49.8% |
| Participant deferral / active EE | $2,538 | $5,491-53.8% | $4,813-47.3% | $6,531-61.1% |
| Admin fee / account holder | $56 | $19,392-99.7% | $16,298-99.7% | $14,480-99.6% |