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 | $4,281 | $99,053-95.7% | $88,179-95.1% | $138,895-96.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.07% | 78.17%-63.1pp | 64.97%-49.9pp | 145.39%-130.3pp |
| Employer contribution / active EE | $987 | $2,882-65.8% | $2,549-61.3% | $4,194-76.5% |
| Participant deferral / active EE | $1,203 | $5,225-77.0% | $4,614-73.9% | $6,396-81.2% |
| Admin fee / account holder | $190 | $8,748-97.8% | $7,673-97.5% | $12,562-98.5% |