Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,307 | $223,823-89.1% | $211,142-88.5% | $154,746-84.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.84% | 50.39%-32.6pp | 46.84%-29.0pp | 172.34%-154.5pp |
| Employer contribution / active EE | $6,181 | $6,787-8.9% | $6,442-4.0% | $4,379+41.2% |
| Participant deferral / active EE | $10,112 | $9,750+3.7% | $9,284+8.9% | $6,730+50.2% |
| Admin fee / account holder | $287 | $19,707-98.5% | $19,076-98.5% | $14,365-98.0% |