Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,940 | $97,125-94.9% | $86,233-94.3% | $137,256-96.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.67% | 74.19%-58.5pp | 61.39%-45.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $489 | $2,841-82.8% | $2,504-80.5% | $4,156-88.2% |
| Participant deferral / active EE | $1,073 | $5,180-79.3% | $4,559-76.5% | $6,407-83.3% |
| Admin fee / account holder | $213 | $9,725-97.8% | $8,342-97.5% | $12,270-98.3% |