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 | $4,693 | $135,956-96.5% | $123,894-96.2% | $273,972-98.3% |
| Participation rate | 77.3% | 84.1%-6.8pp | 81.4%-4.1pp | 83.0%-5.7pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,065 | $5,170-79.4% | $4,617-76.9% | $4,869-78.1% |
| Participant deferral / active EE | $3,309 | $6,343-47.8% | $5,984-44.7% | $5,287-37.4% |
| Admin fee / account holder | $15 | $9,817-99.8% | $8,357-99.8% | $10,133-99.9% |