Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,331 | $69,252-93.7% | $64,099-93.2% | $139,456-96.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 38.16% | 45.89%-7.7pp | 33.70%+4.5pp | 373.45%-335.3pp |
| Employer contribution / active EE | $921 | $3,184-71.1% | $2,748-66.5% | $4,753-80.6% |
| Participant deferral / active EE | $1,356 | $4,683-71.1% | $3,881-65.1% | $6,711-79.8% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |