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 | $7,670 | $111,830-93.1% | $93,696-91.8% | $145,884-94.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.30% | 204.08%-191.8pp | 133.74%-121.4pp | 551.85%-539.5pp |
| Employer contribution / active EE | $3,056 | $3,093-1.2% | $2,422+26.2% | $4,662-34.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $35 | $10,249-99.7% | $8,287-99.6% | $13,392-99.7% |