Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,753 | $106,923-97.4% | $84,023-96.7% | $152,909-98.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 44.01% | 105.02%-61.0pp | 71.32%-27.3pp | 345.46%-301.5pp |
| Employer contribution / active EE | $724 | $2,735-73.5% | $1,984-63.5% | $4,764-84.8% |
| Participant deferral / active EE | $1,644 | $4,013-59.0% | $3,239-49.3% | $5,851-71.9% |
| Admin fee / account holder | $93 | $8,289-98.9% | $6,102-98.5% | $11,601-99.2% |