Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,971 | $96,508-91.7% | $75,901-89.5% | $152,897-94.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 24.00% | 33.99%-10.0pp | 30.76%-6.8pp | 345.43%-321.4pp |
| Employer contribution / active EE | $739 | $3,310-77.7% | $2,501-70.4% | $4,764-84.5% |
| Participant deferral / active EE | $1,629 | $4,554-64.2% | $3,603-54.8% | $5,851-72.2% |
| Admin fee / account holder | $17 | $8,081-99.8% | $5,420-99.7% | $11,599-99.9% |