Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,707 | $138,076-92.2% | $123,553-91.3% | $135,380-92.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | 38.37% | 153.70%-115.3pp | 119.21%-80.8pp | 519.81%-481.4pp |
| Employer contribution / active EE | $1,443 | $5,152-72.0% | $4,628-68.8% | $4,779-69.8% |
| Participant deferral / active EE | $5,066 | $6,800-25.5% | $6,426-21.2% | $5,609-9.7% |
| Admin fee / account holder | $294 | $10,917-97.3% | $9,284-96.8% | $10,828-97.3% |