Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,466 | $228,352-95.4% | $185,835-94.4% | $158,966-93.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 40.81%-40.8pp | 35.96%-36.0pp | 302.95%-302.9pp |
| Employer contribution / active EE | $538 | $4,967-89.2% | $4,087-86.8% | $4,762-88.7% |
| Participant deferral / active EE | $9,177 | $6,416+43.0% | $5,633+62.9% | $5,983+53.4% |
| Admin fee / account holder | $7 | $11,867-99.9% | $9,502-99.9% | $11,250-99.9% |