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 | $5,495 | $100,262-94.5% | $81,370-93.2% | $145,897-96.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.48% | 34.52%-16.0pp | 24.85%-6.4pp | 552.29%-533.8pp |
| Employer contribution / active EE | $570 | $2,979-80.9% | $2,464-76.9% | $4,663-87.8% |
| Participant deferral / active EE | $2,557 | $4,612-44.6% | $3,885-34.2% | $6,689-61.8% |
| Admin fee / account holder | $18 | $8,163-99.8% | $5,749-99.7% | $13,390-99.9% |