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 | $6,851 | $73,546-90.7% | $63,018-89.1% | $147,586-95.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.73% | 175.56%-162.8pp | 87.62%-74.9pp | 578.59%-565.9pp |
| Employer contribution / active EE | $659 | $3,324-80.2% | $2,761-76.1% | $4,876-86.5% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $282 | $5,956-95.3% | $3,601-92.2% | $10,886-97.4% |