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 | $4,073 | $149,040-97.3% | $120,225-96.6% | $137,256-97.0% |
| Participation rate | 81.0% | 75.4%+5.5pp | 69.6%+11.4pp | 80.0%+1.0pp |
| Annual return | 42.16% | 605.68%-563.5pp | 439.23%-397.1pp | 220.34%-178.2pp |
| Employer contribution / active EE | $1,115 | $4,350-74.4% | $3,475-67.9% | $4,156-73.2% |
| Participant deferral / active EE | $1,181 | $4,655-74.6% | $3,999-70.5% | $6,407-81.6% |
| Admin fee / account holder | $7 | $6,348-99.9% | $5,696-99.9% | $12,270-99.9% |