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 | $2,528 | $176,402-98.6% | $134,155-98.1% | $158,950-98.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.99% | 63.66%-47.7pp | 36.34%-20.4pp | 302.91%-286.9pp |
| Employer contribution / active EE | $573 | $5,042-88.6% | $3,705-84.5% | $4,762-88.0% |
| Participant deferral / active EE | $966 | $4,093-76.4% | $3,500-72.4% | $5,983-83.9% |
| Admin fee / account holder | $22 | $8,719-99.7% | $6,685-99.7% | $11,248-99.8% |