Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,032 | $116,203-93.1% | $93,621-91.4% | $152,897-94.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 32.76% | 35.96%-3.2pp | 32.76%0pp | 345.43%-312.7pp |
| Employer contribution / active EE | $1,732 | $3,219-46.2% | $2,719-36.3% | $4,764-63.7% |
| Participant deferral / active EE | $2,621 | $4,605-43.1% | $4,070-35.6% | $5,851-55.2% |
| Admin fee / account holder | $10 | $10,751-99.9% | $7,890-99.9% | $11,599-99.9% |