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 | $4,393 | $100,203-95.6% | $85,240-94.8% | $145,897-97.0% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 13.72% | 84.28%-70.6pp | 66.75%-53.0pp | 552.29%-538.6pp |
| Employer contribution / active EE | $476 | $3,242-85.3% | $2,735-82.6% | $4,663-89.8% |
| Participant deferral / active EE | $1,167 | $5,299-78.0% | $4,527-74.2% | $6,689-82.6% |
| Admin fee / account holder | $145 | $7,265-98.0% | $6,165-97.6% | $13,390-98.9% |