Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,217 | $90,486-94.2% | $78,676-93.4% | $273,972-98.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.26% | 75.62%-69.4pp | 62.19%-55.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $652 | $3,175-79.5% | $2,850-77.1% | $4,869-86.6% |
| Participant deferral / active EE | $1,069 | $3,901-72.6% | $3,517-69.6% | $5,287-79.8% |
| Admin fee / account holder | $63 | $5,263-98.8% | $4,510-98.6% | $10,133-99.4% |