Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $4,844 | $127,386-96.2% | $115,037-95.8% | $125,388-96.1% |
| Participation rate | 95.7% | 84.2%+11.5pp | 81.4%+14.3pp | 83.2%+12.5pp |
| Annual return | 70.46% | 31.28%+39.2pp | 26.14%+44.3pp | 282.24%-211.8pp |
| Employer contribution / active EE | $967 | $5,166-81.3% | $4,608-79.0% | $4,866-80.1% |
| Participant deferral / active EE | $2,287 | $6,423-64.4% | $6,026-62.0% | $5,352-57.3% |
| Admin fee / account holder | $31 | $9,516-99.7% | $8,175-99.6% | $9,541-99.7% |