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 | $4,212 | $102,595-95.9% | $94,057-95.5% | $154,746-97.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 22.19% | 583.42%-561.2pp | 480.62%-458.4pp | 172.34%-150.1pp |
| Employer contribution / active EE | $1,388 | $3,147-55.9% | $2,933-52.7% | $4,379-68.3% |
| Participant deferral / active EE | $1,628 | $5,118-68.2% | $4,709-65.4% | $6,730-75.8% |
| Admin fee / account holder | $193 | $7,736-97.5% | $7,244-97.3% | $14,365-98.7% |