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 | $3,115 | $87,544-96.4% | $75,784-95.9% | $125,388-97.5% |
| Participation rate | 79.2% | 80.2%-1.0pp | 75.8%+3.3pp | 83.2%-4.0pp |
| Annual return | 86.23% | 13.49%+72.7pp | 9.68%+76.5pp | 282.24%-196.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,564 | $4,229-63.0% | $3,652-57.2% | $5,352-70.8% |
| Admin fee / account holder | $2 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |