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 | $5,495 | $169,336-96.8% | $129,384-95.8% | $145,884-96.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.35% | 14408.70%-14395.4pp | 9461.77%-9448.4pp | 551.85%-538.5pp |
| Employer contribution / active EE | $783 | $5,540-85.9% | $4,153-81.2% | $4,662-83.2% |
| Participant deferral / active EE | $1,381 | $4,985-72.3% | $4,166-66.8% | $6,690-79.4% |
| Admin fee / account holder | $28 | $9,912-99.7% | $7,686-99.6% | $13,392-99.8% |