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 | $8,842 | $150,412-94.1% | $120,574-92.7% | $145,884-93.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.65% | 154.50%-143.8pp | 107.42%-96.8pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,247 | $4,355-71.4% | $3,471-64.1% | $4,662-73.3% |
| Participant deferral / active EE | $1,496 | $6,175-75.8% | $4,996-70.1% | $6,690-77.6% |
| Admin fee / account holder | $54 | $12,224-99.6% | $9,445-99.4% | $13,392-99.6% |