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 | $9,362 | $90,486-89.7% | $78,676-88.1% | $273,972-96.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $945 | $3,175-70.2% | $2,850-66.9% | $4,869-80.6% |
| Participant deferral / active EE | $8,538 | $3,901+118.9% | $3,517+142.8% | $5,287+61.5% |
| Admin fee / account holder | $205 | $5,263-96.1% | $4,510-95.5% | $10,133-98.0% |