Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,135 | $96,678-97.8% | $86,640-97.5% | $139,466-98.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.27% | 106.69%-88.4pp | 592.52%-574.3pp | 373.66%-355.4pp |
| Employer contribution / active EE | $730 | $3,265-77.7% | $3,024-75.9% | $4,754-84.7% |
| Participant deferral / active EE | $1,097 | $4,837-77.3% | $4,438-75.3% | $6,712-83.7% |
| Admin fee / account holder | $75 | $6,410-98.8% | $5,616-98.7% | $11,409-99.3% |