Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,608 | $185,141-87.8% | $153,416-85.3% | $155,188-85.4% |
| Participation rate | 88.9% | 79.9%+9.0pp | 74.3%+14.5pp | 80.8%+8.1pp |
| Annual return | 17.62% | 18.72%-1.1pp | 17.84%-0.2pp | 148.84%-131.2pp |
| Employer contribution / active EE | $3,067 | $4,489-31.7% | $3,764-18.5% | $4,248-27.8% |
| Participant deferral / active EE | $4,287 | $5,477-21.7% | $4,723-9.2% | $6,531-34.4% |
| Admin fee / account holder | $136 | $16,005-99.1% | $13,095-99.0% | $14,480-99.1% |