Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,612 | $148,582-96.2% | $135,942-95.9% | $139,456-96.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.49% | 79.26%-44.8pp | 68.28%-33.8pp | 373.45%-339.0pp |
| Employer contribution / active EE | $2,501 | $5,245-52.3% | $4,858-48.5% | $4,753-47.4% |
| Participant deferral / active EE | $2,501 | $8,101-69.1% | $7,759-67.8% | $6,711-62.7% |
| Admin fee / account holder | $5 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |