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 | $2,162 | $117,444-98.2% | $99,479-97.8% | $152,909-98.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 51.17% | 31.87%+19.3pp | 30.72%+20.4pp | 345.46%-294.3pp |
| Employer contribution / active EE | $308 | $3,014-89.8% | $2,540-87.9% | $4,764-93.5% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $230 | $7,635-97.0% | $6,253-96.3% | $11,601-98.0% |