Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,881 | $91,037-90.2% | $71,671-87.6% | $147,586-94.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 72.95% | 20.48%+52.5pp | 20.65%+52.3pp | 578.59%-505.6pp |
| Employer contribution / active EE | $1,532 | $3,327-54.0% | $2,460-37.7% | $4,876-68.6% |
| Participant deferral / active EE | $5,737 | $4,498+27.5% | $3,438+66.9% | $5,439+5.5% |
| Admin fee / account holder | $51 | $8,613-99.4% | $5,558-99.1% | $10,886-99.5% |