Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,450 | $69,230-92.1% | $64,085-91.5% | $139,427-96.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.84% | 45.89%-17.0pp | 33.69%-4.9pp | 373.27%-344.4pp |
| Employer contribution / active EE | $1,138 | $3,182-64.2% | $2,747-58.6% | $4,752-76.1% |
| Participant deferral / active EE | $1,776 | $4,681-62.1% | $3,881-54.2% | $6,711-73.5% |
| Admin fee / account holder | $22 | $4,246-99.5% | $3,069-99.3% | $11,404-99.8% |