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 | $9,198 | $91,198-89.9% | $178,503-94.8% | $79,856-88.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.91% | 24.20%-6.3pp | 151.12%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,701 | $3,257-17.1% | $5,011-46.1% | $2,471+9.3% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $85 | $6,748-98.7% | $13,987-99.4% | $5,306-98.4% |