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 | $4,030 | $132,634-97.0% | $115,768-96.5% | $137,256-97.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 23.14% | 160.70%-137.6pp | 100.46%-77.3pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,390 | $3,360-58.6% | $2,940-52.7% | $4,156-66.6% |
| Participant deferral / active EE | $2,759 | $5,619-50.9% | $4,917-43.9% | $6,407-56.9% |
| Admin fee / account holder | $52 | $15,028-99.7% | $12,439-99.6% | $12,270-99.6% |