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 | $6,777 | $124,980-94.6% | $108,359-93.7% | $154,746-95.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 29.61% | 45.00%-15.4pp | 36.89%-7.3pp | 172.34%-142.7pp |
| Employer contribution / active EE | $731 | $2,851-74.3% | $2,399-69.5% | $4,379-83.3% |
| Participant deferral / active EE | $3,149 | $4,743-33.6% | $4,137-23.9% | $6,730-53.2% |
| Admin fee / account holder | $202 | $11,502-98.2% | $9,741-97.9% | $14,365-98.6% |