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 | $7,995 | $109,372-92.7% | $89,414-91.1% | $158,966-95.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 87.25% | 345.55%-258.3pp | 245.50%-158.2pp | 302.95%-215.7pp |
| Employer contribution / active EE | $1,922 | $3,171-39.4% | $2,586-25.7% | $4,762-59.6% |
| Participant deferral / active EE | $2,869 | $4,598-37.6% | $3,890-26.2% | $5,983-52.0% |
| Admin fee / account holder | $2 | $6,156-100.0% | $4,883-99.9% | $11,250-100.0% |