Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,445 | $110,212-94.2% | $96,534-93.3% | $139,466-95.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 52.06% | 26.42%+25.6pp | 25.88%+26.2pp | 373.66%-321.6pp |
| Employer contribution / active EE | $2,133 | $3,620-41.1% | $2,965-28.1% | $4,754-55.1% |
| Participant deferral / active EE | $3,441 | $5,547-38.0% | $4,851-29.1% | $6,712-48.7% |
| Admin fee / account holder | $5 | $11,599-100.0% | $8,253-99.9% | $11,409-100.0% |