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 | $2,353 | $61,125-96.2% | $94,057-97.5% | $87,485-97.3% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.3%+6.7pp | 68.9%+11.1pp |
| Annual return | 24.26% | 35.20%-10.9pp | 480.62%-456.4pp | 26.06%-1.8pp |
| Employer contribution / active EE | $455 | $2,136-78.7% | $2,933-84.5% | $2,596-82.5% |
| Participant deferral / active EE | $1,226 | $3,260-62.4% | $4,709-74.0% | $4,274-71.3% |
| Admin fee / account holder | $126 | $5,629-97.8% | $7,244-98.3% | $7,775-98.4% |