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 | $9,054 | $100,911-91.0% | $90,440-90.0% | $158,966-94.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 16.84% | 1726.62%-1709.8pp | 1294.38%-1277.5pp | 302.95%-286.1pp |
| Employer contribution / active EE | $777 | $3,690-78.9% | $3,263-76.2% | $4,762-83.7% |
| Participant deferral / active EE | $3,396 | $4,348-21.9% | $3,964-14.3% | $5,983-43.2% |
| Admin fee / account holder | $9 | $6,507-99.9% | $5,615-99.8% | $11,250-99.9% |