Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,522 | $78,707-76.5% | $117,861-84.3% | $70,126-73.6% |
| Participation rate | 77.1% | 73.2%+4.0pp | 79.7%-2.5pp | 69.5%+7.6pp |
| Annual return | 24.04% | 23.30%+0.7pp | 335.11%-311.1pp | 73.15%-49.1pp |
| Employer contribution / active EE | $2,332 | $2,223+4.9% | $3,786-38.4% | $2,343-0.4% |
| Participant deferral / active EE | $4,223 | $3,297+28.1% | $4,482-5.8% | $3,332+26.8% |
| Admin fee / account holder | $226 | $5,066-95.5% | $8,021-97.2% | $4,645-95.1% |