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 | $43,395 | $146,267-70.3% | $197,124-78.0% | $82,448-47.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 86.7%-6.7pp | 68.1%+11.9pp |
| Annual return | 23.61% | 29.61%-6.0pp | 44.34%-20.7pp | 41.64%-18.0pp |
| Employer contribution / active EE | $2,758 | $4,723-41.6% | $6,227-55.7% | $2,551+8.1% |
| Participant deferral / active EE | $7,185 | $7,035+2.1% | $9,135-21.3% | $4,139+73.6% |
| Admin fee / account holder | $25 | $14,422-99.8% | $16,298-99.8% | $7,234-99.7% |