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 | $9,672 | $107,363-91.0% | $92,909-89.6% | $152,897-93.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 29.32% | 145.63%-116.3pp | 109.44%-80.1pp | 345.43%-316.1pp |
| Employer contribution / active EE | $1,724 | $4,222-59.2% | $3,653-52.8% | $4,764-63.8% |
| Participant deferral / active EE | $2,888 | $4,848-40.4% | $4,238-31.8% | $5,851-50.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |