Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,026 | $112,729-95.5% | $98,716-94.9% | $137,256-96.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.41% | 38.48%-18.1pp | 31.81%-11.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,054 | $2,725-24.6% | $2,279-9.9% | $4,156-50.6% |
| Participant deferral / active EE | $2,125 | $4,640-54.2% | $4,048-47.5% | $6,407-66.8% |
| Admin fee / account holder | $249 | $10,129-97.5% | $8,703-97.1% | $12,270-98.0% |