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 | $5,309 | $76,368-93.0% | $67,681-92.2% | $154,746-96.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 19.21% | 1066.77%-1047.6pp | 590.58%-571.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $857 | $3,151-72.8% | $2,678-68.0% | $4,379-80.4% |
| Participant deferral / active EE | $1,190 | $4,824-75.3% | $3,976-70.1% | $6,730-82.3% |
| Admin fee / account holder | $265 | $8,559-96.9% | $6,100-95.7% | $14,365-98.2% |