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 | $3,543 | $46,596-92.4% | $64,099-94.5% | $75,181-95.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 38.28% | 26.04%+12.2pp | 33.70%+4.6pp | 160.69%-122.4pp |
| Employer contribution / active EE | $1,341 | $1,975-32.1% | $2,748-51.2% | $2,671-49.8% |
| Participant deferral / active EE | $1,582 | $2,837-44.2% | $3,881-59.2% | $4,126-61.7% |
| Admin fee / account holder | $93 | $2,954-96.8% | $3,070-97.0% | $5,650-98.3% |