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 | $9,417 | $118,708-92.1% | $98,920-90.5% | $158,966-94.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.17% | 372.49%-352.3pp | 196.47%-176.3pp | 302.95%-282.8pp |
| Employer contribution / active EE | $842 | $3,334-74.7% | $2,689-68.7% | $4,762-82.3% |
| Participant deferral / active EE | $1,512 | $5,089-70.3% | $4,245-64.4% | $5,983-74.7% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |