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 | $5,762 | $112,729-94.9% | $98,716-94.2% | $137,256-95.8% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.3%+25.2pp | 80.0%+14.5pp |
| Annual return | 107.36% | 38.48%+68.9pp | 31.81%+75.6pp | 220.34%-113.0pp |
| Employer contribution / active EE | $549 | $2,725-79.9% | $2,279-75.9% | $4,156-86.8% |
| Participant deferral / active EE | $1,930 | $4,640-58.4% | $4,048-52.3% | $6,407-69.9% |
| Admin fee / account holder | $74 | $10,129-99.3% | $8,703-99.1% | $12,270-99.4% |