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 | $6,023 | $107,941-94.4% | $91,994-93.5% | $152,897-96.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 40.22% | 89.28%-49.1pp | 69.04%-28.8pp | 345.43%-305.2pp |
| Employer contribution / active EE | $1,244 | $4,212-70.5% | $3,453-64.0% | $4,764-73.9% |
| Participant deferral / active EE | $2,362 | $6,366-62.9% | $5,924-60.1% | $5,851-59.6% |
| Admin fee / account holder | $209 | $10,521-98.0% | $7,744-97.3% | $11,599-98.2% |