Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,564 | $84,236-95.8% | $170,435-97.9% | $70,126-94.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.35% | 23.06%-6.7pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,473 | $3,387-56.5% | $5,432-72.9% | $2,343-37.1% |
| Participant deferral / active EE | $1,241 | $3,086-59.8% | $4,939-74.9% | $3,332-62.7% |
| Admin fee / account holder | $127 | $5,698-97.8% | $13,881-99.1% | $4,645-97.3% |