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 | $23,707 | $67,606-64.9% | $82,313-71.2% | $70,124-66.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.90% | 21.57%-8.7pp | 25.88%-13.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,244 | $1,755-29.1% | $2,428-48.8% | $2,342-46.9% |
| Participant deferral / active EE | $1,788 | $2,987-40.2% | $3,706-51.8% | $3,332-46.3% |
| Admin fee / account holder | $252 | $4,512-94.4% | $5,608-95.5% | $4,645-94.6% |