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 | $5,058 | $108,942-95.4% | $100,415-95.0% | $145,897-96.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.13% | 58.27%-39.1pp | 49.47%-30.3pp | 552.29%-533.2pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,428 | $8,461-71.3% | $8,091-70.0% | $6,689-63.7% |
| Admin fee / account holder | $50 | $9,702-99.5% | $7,906-99.4% | $13,390-99.6% |