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 | $3,249 | $102,938-96.8% | $94,105-96.5% | $138,895-97.7% |
| Participation rate | 83.3% | 74.6%+8.7pp | 71.9%+11.4pp | 79.9%+3.4pp |
| Annual return | 30.96% | 250.28%-219.3pp | 204.55%-173.6pp | 145.39%-114.4pp |
| Employer contribution / active EE | $824 | $2,732-69.8% | $2,504-67.1% | $4,194-80.4% |
| Participant deferral / active EE | $1,139 | $4,196-72.9% | $3,881-70.7% | $6,396-82.2% |
| Admin fee / account holder | $111 | $6,600-98.3% | $6,199-98.2% | $12,562-99.1% |