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 | $8,350 | $65,434-87.2% | $98,483-91.5% | $85,847-90.3% |
| Participation rate | 75.9% | 65.0%+10.8pp | 73.3%+2.5pp | 69.3%+6.5pp |
| Annual return | 16.27% | 21.75%-5.5pp | 1494.38%-1478.1pp | 318.61%-302.3pp |
| Employer contribution / active EE | $345 | $2,169-84.1% | $2,961-88.4% | $2,565-86.6% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $236 | $4,595-94.9% | $5,953-96.0% | $6,261-96.2% |