Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,403 | $180,459-89.8% | $154,108-88.1% | $135,380-86.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.54% | 888.21%-889.8pp | 735.21%-736.7pp | 519.81%-521.4pp |
| Employer contribution / active EE | $4,477 | $6,035-25.8% | $5,298-15.5% | $4,779-6.3% |
| Participant deferral / active EE | $9,500 | $5,806+63.6% | $5,081+87.0% | $5,609+69.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |