Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,960 | $150,447-92.7% | $136,298-92.0% | $147,586-92.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.84% | 1049.15%-1023.3pp | 5156.27%-5130.4pp | 578.59%-552.8pp |
| Employer contribution / active EE | $1,475 | $5,256-71.9% | $4,696-68.6% | $4,876-69.8% |
| Participant deferral / active EE | $3,426 | $6,631-48.3% | $6,247-45.2% | $5,439-37.0% |
| Admin fee / account holder | $37 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |