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 | $3,749 | $110,551-96.6% | $80,741-95.4% | $167,536-97.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 24.29% | 120.57%-96.3pp | 87.30%-63.0pp | 478.82%-454.5pp |
| Employer contribution / active EE | $1,122 | $1,543-27.3% | $1,160-3.3% | $4,839-76.8% |
| Participant deferral / active EE | $1,922 | $2,870-33.0% | $2,145-10.4% | $6,342-69.7% |
| Admin fee / account holder | $8 | $4,547-99.8% | $3,380-99.8% | $12,315-99.9% |