Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,429 | $121,677-91.4% | $104,625-90.0% | $158,966-93.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.89% | 465.58%-454.7pp | 340.60%-329.7pp | 302.95%-292.1pp |
| Employer contribution / active EE | $6,607 | $3,165+108.8% | $2,681+146.4% | $4,762+38.7% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18 | $7,777-99.8% | $6,465-99.7% | $11,250-99.8% |