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 | $20,984 | $136,860-84.7% | $120,344-82.6% | $154,746-86.4% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 20.39% | 21.38%-1.0pp | 20.30%+0.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,795 | $3,533-49.2% | $3,020-40.6% | $4,379-59.0% |
| Participant deferral / active EE | $2,279 | $5,793-60.7% | $5,135-55.6% | $6,730-66.1% |
| Admin fee / account holder | $237 | $15,393-98.5% | $12,742-98.1% | $14,365-98.3% |