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 | $2,683 | $110,278-97.6% | $95,740-97.2% | $139,466-98.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 34.30% | 27.19%+7.1pp | 28.41%+5.9pp | 373.66%-339.4pp |
| Employer contribution / active EE | $1,509 | $3,260-53.7% | $2,836-46.8% | $4,754-68.3% |
| Participant deferral / active EE | $1,509 | $4,674-67.7% | $4,244-64.4% | $6,712-77.5% |
| Admin fee / account holder | $12 | $6,613-99.8% | $5,676-99.8% | $11,409-99.9% |