Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,956 | $165,939-91.6% | $122,354-88.6% | $147,586-90.5% |
| Participation rate | 81.8% | 79.6%+2.2pp | 71.6%+10.2pp | 82.8%-1.0pp |
| Annual return | 0.00% | 34.56%-34.6pp | 30.28%-30.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,317 | $4,005-17.2% | $3,287+0.9% | $5,439-39.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |