Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,694 | $100,073-95.3% | $85,126-94.5% | $145,877-96.8% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.0pp |
| Annual return | 12.57% | 84.11%-71.5pp | 66.63%-54.1pp | 551.28%-538.7pp |
| Employer contribution / active EE | $454 | $3,236-86.0% | $2,731-83.4% | $4,663-90.3% |
| Participant deferral / active EE | $928 | $5,294-82.5% | $4,523-79.5% | $6,691-86.1% |
| Admin fee / account holder | $278 | $7,261-96.2% | $6,160-95.5% | $13,402-97.9% |