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 | $7,124 | $96,558-92.6% | $80,977-91.2% | $273,972-97.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 29.65% | 15.14%+14.5pp | 17.11%+12.5pp | 41.46%-11.8pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,239 | $6,598+40.0% | $5,696+62.2% | $5,287+74.7% |
| Admin fee / account holder | $219 | $7,493-97.1% | $5,517-96.0% | $10,133-97.8% |