Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,859 | $108,922-90.9% | $100,398-90.2% | $145,978-93.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 130.68% | 58.04%+72.6pp | 49.32%+81.4pp | 550.52%-419.8pp |
| Employer contribution / active EE | $1,164 | $4,426-73.7% | $3,946-70.5% | $4,662-75.0% |
| Participant deferral / active EE | $3,597 | $8,450-57.4% | $8,084-55.5% | $6,690-46.2% |
| Admin fee / account holder | $21 | $9,680-99.8% | $7,893-99.7% | $13,400-99.8% |