Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,985 | $91,167-94.5% | $178,498-97.2% | $79,858-93.8% |
| Participation rate | 88.2% | 69.2%+19.0pp | 81.9%+6.3pp | 69.6%+18.6pp |
| Annual return | 33.72% | 24.19%+9.5pp | 151.09%-117.4pp | 31.72%+2.0pp |
| Employer contribution / active EE | $724 | $3,255-77.7% | $5,011-85.5% | $2,471-70.7% |
| Participant deferral / active EE | $1,414 | $3,236-56.3% | $5,202-72.8% | $3,740-62.2% |
| Admin fee / account holder | $149 | $6,747-97.8% | $13,985-98.9% | $5,306-97.2% |