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 | $5,208 | $81,358-93.6% | $155,556-96.7% | $80,959-93.6% |
| Participation rate | 88.5% | 66.3%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 101.46% | 33.39%+68.1pp | 64.84%+36.6pp | 35.67%+65.8pp |
| Employer contribution / active EE | $957 | $3,106-69.2% | $4,675-79.5% | $2,757-65.3% |
| Participant deferral / active EE | $949 | $3,455-72.5% | $5,631-83.1% | $4,300-77.9% |
| Admin fee / account holder | $19 | $7,994-99.8% | $15,885-99.9% | $6,925-99.7% |