Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,559 | $93,117-93.0% | $77,096-91.5% | $134,532-95.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 8.23% | 62.67%-54.4pp | 42.35%-34.1pp | 418.27%-410.0pp |
| Employer contribution / active EE | $1,692 | $3,420-50.5% | $2,814-39.9% | $4,741-64.3% |
| Participant deferral / active EE | $1,430 | $5,241-72.7% | $4,429-67.7% | $6,401-77.7% |
| Admin fee / account holder | $15 | $6,948-99.8% | $5,428-99.7% | $11,429-99.9% |