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 | $6,060 | $123,155-95.1% | $108,753-94.4% | $155,188-96.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 25.00% | 44.73%-19.7pp | 37.47%-12.5pp | 148.84%-123.8pp |
| Employer contribution / active EE | $1,139 | $2,811-59.5% | $2,427-53.1% | $4,248-73.2% |
| Participant deferral / active EE | $2,260 | $4,623-51.1% | $4,115-45.1% | $6,531-65.4% |
| Admin fee / account holder | $38 | $12,126-99.7% | $10,320-99.6% | $14,480-99.7% |