Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,754 | $106,247-92.7% | $96,515-92.0% | $139,466-94.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 249.04% | 38.47%+210.6pp | 35.73%+213.3pp | 373.66%-124.6pp |
| Employer contribution / active EE | $3,118 | $4,106-24.1% | $3,740-16.6% | $4,754-34.4% |
| Participant deferral / active EE | $2,277 | $5,456-58.3% | $4,880-53.3% | $6,712-66.1% |
| Admin fee / account holder | $245 | $7,885-96.9% | $6,735-96.4% | $11,409-97.9% |