Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,772 | $109,344-96.6% | $89,400-95.8% | $158,950-97.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 43.61% | 345.73%-302.1pp | 245.64%-202.0pp | 302.91%-259.3pp |
| Employer contribution / active EE | $968 | $3,170-69.5% | $2,586-62.6% | $4,762-79.7% |
| Participant deferral / active EE | $996 | $4,599-78.3% | $3,890-74.4% | $5,983-83.4% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |