Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $4,795 | $101,063-95.3% | $81,473-94.1% | $147,586-96.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.42% | 32.41%-18.0pp | 38.78%-24.4pp | 578.59%-564.2pp |
| Employer contribution / active EE | $2,479 | $3,206-22.7% | $2,568-3.5% | $4,876-49.2% |
| Participant deferral / active EE | $630 | $4,242-85.1% | $3,537-82.2% | $5,439-88.4% |
| Admin fee / account holder | $190 | $5,812-96.7% | $4,561-95.8% | $10,886-98.3% |