Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,304 | $78,707-74.2% | $117,861-82.8% | $70,126-71.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.77% | 23.30%-9.5pp | 335.11%-321.3pp | 73.15%-59.4pp |
| Employer contribution / active EE | $3,213 | $2,223+44.5% | $3,786-15.1% | $2,343+37.1% |
| Participant deferral / active EE | $2,530 | $3,297-23.3% | $4,482-43.6% | $3,332-24.1% |
| Admin fee / account holder | $161 | $5,066-96.8% | $8,021-98.0% | $4,645-96.5% |