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 | $7,160 | $112,933-93.7% | $90,970-92.1% | $158,982-95.5% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+8.9pp |
| Annual return | 29.59% | 215.82%-186.2pp | 134.60%-105.0pp | 302.99%-273.4pp |
| Employer contribution / active EE | $1,256 | $2,893-56.6% | $2,122-40.8% | $4,763-73.6% |
| Participant deferral / active EE | $3,950 | $4,128-4.3% | $3,373+17.1% | $5,983-34.0% |
| Admin fee / account holder | $118 | $8,047-98.5% | $5,961-98.0% | $11,252-98.9% |