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 | $3,226 | $110,410-97.1% | $102,437-96.9% | $145,897-97.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 14.65% | 24.85%-10.2pp | 24.95%-10.3pp | 552.29%-537.6pp |
| Employer contribution / active EE | $944 | $4,217-77.6% | $3,871-75.6% | $4,663-79.8% |
| Participant deferral / active EE | $2,159 | $5,622-61.6% | $5,060-57.3% | $6,689-67.7% |
| Admin fee / account holder | $98 | $9,745-99.0% | $8,388-98.8% | $13,390-99.3% |