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 | $9,639 | $99,652-90.3% | $78,778-87.8% | $147,586-93.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 32.82% | 47.28%-14.5pp | 35.62%-2.8pp | 578.59%-545.8pp |
| Employer contribution / active EE | $1,954 | $2,796-30.1% | $1,986-1.6% | $4,876-59.9% |
| Participant deferral / active EE | $1,954 | $3,664-46.7% | $2,958-34.0% | $5,439-64.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |