Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $8,528 | $202,342-95.8% | $172,753-95.1% | $152,909-94.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 50.69% | 1029.88%-979.2pp | 803.00%-752.3pp | 345.46%-294.8pp |
| Employer contribution / active EE | $3,752 | $5,857-36.0% | $5,144-27.1% | $4,764-21.3% |
| Participant deferral / active EE | $3,986 | $5,948-33.0% | $5,198-23.3% | $5,851-31.9% |
| Admin fee / account holder | $135 | $17,112-99.2% | $13,956-99.0% | $11,601-98.8% |