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 | $7,950 | $202,342-96.1% | $172,752-95.4% | $152,897-94.8% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 29.09% | 1029.83%-1000.7pp | 802.97%-773.9pp | 345.43%-316.3pp |
| Employer contribution / active EE | $1,540 | $5,858-73.7% | $5,144-70.1% | $4,764-67.7% |
| Participant deferral / active EE | $2,738 | $5,948-54.0% | $5,198-47.3% | $5,851-53.2% |
| Admin fee / account holder | $65 | $17,111-99.6% | $13,955-99.5% | $11,599-99.4% |