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 | $4,221 | $151,427-97.2% | $112,860-96.3% | $154,746-97.3% |
| Participation rate | 95.7% | 69.1%+26.5pp | 66.3%+29.3pp | 80.7%+15.0pp |
| Annual return | 40.51% | 30.95%+9.6pp | 35.26%+5.3pp | 172.34%-131.8pp |
| Employer contribution / active EE | $1,963 | $2,750-28.6% | $2,206-11.0% | $4,379-55.2% |
| Participant deferral / active EE | $829 | $4,285-80.7% | $3,493-76.3% | $6,730-87.7% |
| Admin fee / account holder | $259 | $7,369-96.5% | $6,841-96.2% | $14,365-98.2% |