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 | $5,578 | $125,778-95.6% | $114,563-95.1% | $154,746-96.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 21.44% | 295.14%-273.7pp | 241.09%-219.7pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,176 | $2,806-58.1% | $2,592-54.6% | $4,379-73.2% |
| Participant deferral / active EE | $1,838 | $4,445-58.6% | $4,142-55.6% | $6,730-72.7% |
| Admin fee / account holder | $68 | $8,190-99.2% | $7,623-99.1% | $14,365-99.5% |