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 | $3,041 | $88,702-96.6% | $81,780-96.3% | $145,978-97.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 35.31% | 1029.12%-993.8pp | 776.27%-741.0pp | 550.52%-515.2pp |
| Employer contribution / active EE | $605 | $3,084-80.4% | $2,914-79.2% | $4,662-87.0% |
| Participant deferral / active EE | $1,969 | $4,645-57.6% | $4,321-54.4% | $6,690-70.6% |
| Admin fee / account holder | $3 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |