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 | $2,788 | $125,778-97.8% | $114,563-97.6% | $154,746-98.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.9%+18.0pp | 80.7%+10.2pp |
| Annual return | 25.16% | 295.14%-270.0pp | 241.09%-215.9pp | 172.34%-147.2pp |
| Employer contribution / active EE | $478 | $2,806-83.0% | $2,592-81.6% | $4,379-89.1% |
| Participant deferral / active EE | $2,367 | $4,445-46.7% | $4,142-42.9% | $6,730-64.8% |
| Admin fee / account holder | $205 | $8,190-97.5% | $7,623-97.3% | $14,365-98.6% |