Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,075 | $72,404-93.0% | $110,243-95.4% | $64,173-92.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 22.84% | -6.29%+29.1pp | 314.76%-291.9pp | 7.63%+15.2pp |
| Employer contribution / active EE | $1,246 | $2,282-45.4% | $3,827-67.4% | $2,381-47.7% |
| Participant deferral / active EE | $3,267 | $3,469-5.8% | $4,672-30.1% | $3,470-5.9% |
| Admin fee / account holder | $282 | $5,664-95.0% | $8,548-96.7% | $4,887-94.2% |