Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,437 | $157,296-97.2% | $141,191-96.9% | $152,897-97.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 52.01% | 64.34%-12.3pp | 71.41%-19.4pp | 345.43%-293.4pp |
| Employer contribution / active EE | $1,522 | $5,262-71.1% | $4,736-67.9% | $4,764-68.0% |
| Participant deferral / active EE | $2,385 | $7,111-66.5% | $6,710-64.5% | $5,851-59.2% |
| Admin fee / account holder | $23 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |