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 | $6,451 | $103,008-93.7% | $90,304-92.9% | $152,897-95.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.13% | 95.22%-69.1pp | 78.13%-52.0pp | 345.43%-319.3pp |
| Employer contribution / active EE | $367 | $3,139-88.3% | $2,855-87.1% | $4,764-92.3% |
| Participant deferral / active EE | $1,034 | $4,281-75.9% | $3,885-73.4% | $5,851-82.3% |
| Admin fee / account holder | $175 | $6,175-97.2% | $5,354-96.7% | $11,599-98.5% |