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 | $10,304 | $108,942-90.5% | $100,415-89.7% | $145,897-92.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 26.42% | 58.27%-31.9pp | 49.47%-23.1pp | 552.29%-525.9pp |
| Employer contribution / active EE | $822 | $4,422-81.4% | $3,943-79.1% | $4,663-82.4% |
| Participant deferral / active EE | $2,486 | $8,461-70.6% | $8,091-69.3% | $6,689-62.8% |
| Admin fee / account holder | $36 | $9,702-99.6% | $7,906-99.5% | $13,390-99.7% |