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 | $8,093 | $93,346-91.3% | $71,796-88.7% | $273,972-97.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 34.14% | 130.39%-96.3pp | 78.04%-43.9pp | 41.46%-7.3pp |
| Employer contribution / active EE | $4,894 | $2,733+79.1% | $1,924+154.3% | $4,869+0.5% |
| Participant deferral / active EE | $2,116 | $3,475-39.1% | $2,794-24.3% | $5,287-60.0% |
| Admin fee / account holder | $55 | $6,571-99.2% | $4,815-98.9% | $10,133-99.5% |