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 | $3,139 | $70,121-95.5% | $63,803-95.1% | $138,895-97.7% |
| Participation rate | 84.2% | 77.2%+7.0pp | 72.7%+11.5pp | 79.9%+4.3pp |
| Annual return | 22.56% | 946.48%-923.9pp | 543.72%-521.2pp | 145.39%-122.8pp |
| Employer contribution / active EE | $578 | $2,882-80.0% | $2,532-77.2% | $4,194-86.2% |
| Participant deferral / active EE | $898 | $4,535-80.2% | $3,843-76.6% | $6,396-86.0% |
| Admin fee / account holder | $21 | $6,738-99.7% | $5,196-99.6% | $12,562-99.8% |