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 | $9,445 | $273,972-96.6% | $73,392-87.1% | $273,972-96.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 59.9%+40.1pp | 83.0%+17.0pp |
| Annual return | 9.47% | 41.46%-32.0pp | 19.19%-9.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $4,789-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,327 | $5,287-56.0% | $5,472-57.5% | $5,287-56.0% |
| Admin fee / account holder | $20 | $10,133-99.8% | $512-96.1% | $10,133-99.8% |