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 | $6,749 | $112,729-94.0% | $98,716-93.2% | $137,256-95.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 22.44% | 38.48%-16.0pp | 31.81%-9.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,298 | $2,725-52.4% | $2,279-43.0% | $4,156-68.8% |
| Participant deferral / active EE | $2,427 | $4,640-47.7% | $4,048-40.0% | $6,407-62.1% |
| Admin fee / account holder | $75 | $10,129-99.3% | $8,703-99.1% | $12,270-99.4% |