Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,790 | $118,875-96.8% | $96,572-96.1% | $167,553-97.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 40.81% | 50.50%-9.7pp | 37.79%+3.0pp | 478.89%-438.1pp |
| Employer contribution / active EE | $1,260 | $3,121-59.6% | $2,357-46.6% | $4,840-74.0% |
| Participant deferral / active EE | $2,008 | $4,617-56.5% | $3,850-47.9% | $6,343-68.3% |
| Admin fee / account holder | $16 | $8,070-99.8% | $6,183-99.7% | $12,316-99.9% |