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 | $6,266 | $154,209-95.9% | $130,062-95.2% | $139,487-95.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 31.86% | 32.52%-0.7pp | -137.37%+169.2pp | 373.84%-342.0pp |
| Employer contribution / active EE | $1,854 | $5,292-65.0% | $4,322-57.1% | $4,755-61.0% |
| Participant deferral / active EE | $3,217 | $6,709-52.1% | $5,821-44.7% | $6,713-52.1% |
| Admin fee / account holder | $110 | $13,988-99.2% | $10,601-99.0% | $11,407-99.0% |