Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,294 | $111,830-92.6% | $93,696-91.1% | $145,884-94.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.64% | 204.08%-189.4pp | 133.74%-119.1pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,289 | $3,093-58.3% | $2,422-46.8% | $4,662-72.4% |
| Participant deferral / active EE | $2,281 | $4,920-53.6% | $4,417-48.4% | $6,690-65.9% |
| Admin fee / account holder | $134 | $10,249-98.7% | $8,287-98.4% | $13,392-99.0% |