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 | $3,718 | $183,592-98.0% | $155,574-97.6% | $145,877-97.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.19% | 61.37%-45.2pp | 64.87%-48.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,482 | $5,317-72.1% | $4,676-68.3% | $4,663-68.2% |
| Participant deferral / active EE | $3,099 | $6,466-52.1% | $5,629-45.0% | $6,691-53.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |