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 | $15,463 | $202,342-92.4% | $172,752-91.0% | $152,897-89.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 37.33% | 1029.83%-992.5pp | 802.97%-765.6pp | 345.43%-308.1pp |
| Employer contribution / active EE | $3,864 | $5,858-34.0% | $5,144-24.9% | $4,764-18.9% |
| Participant deferral / active EE | $7,507 | $5,948+26.2% | $5,198+44.4% | $5,851+28.3% |
| Admin fee / account holder | $112 | $17,111-99.3% | $13,955-99.2% | $11,599-99.0% |