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 | $4,192 | $114,013-96.3% | $103,693-96.0% | $155,188-97.3% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.2pp | 80.8%+1.0pp |
| Annual return | 25.78% | 49.31%-23.5pp | 47.61%-21.8pp | 148.84%-123.1pp |
| Employer contribution / active EE | $1,041 | $3,131-66.7% | $2,920-64.3% | $4,248-75.5% |
| Participant deferral / active EE | $2,194 | $4,970-55.9% | $4,579-52.1% | $6,531-66.4% |
| Admin fee / account holder | $24 | $8,407-99.7% | $7,858-99.7% | $14,480-99.8% |