Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,127 | $147,727-97.2% | $115,756-96.4% | $134,532-96.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | 18.11% | 73.96%-55.8pp | 143.14%-125.0pp | 418.27%-400.2pp |
| Employer contribution / active EE | $1,992 | $4,713-57.7% | $3,793-47.5% | $4,741-58.0% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,401-100.0% |
| Admin fee / account holder | $173 | $14,571-98.8% | $8,124-97.9% | $11,429-98.5% |