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 | $7,983 | $165,361-95.2% | $149,715-94.7% | $158,950-95.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 179.64% | 348.24%-168.6pp | 276.66%-97.0pp | 302.91%-123.3pp |
| Employer contribution / active EE | $2,129 | $5,103-58.3% | $4,645-54.2% | $4,762-55.3% |
| Participant deferral / active EE | $3,650 | $7,182-49.2% | $6,842-46.7% | $5,983-39.0% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |