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 | $8,784 | $171,867-94.9% | $149,721-94.1% | $147,586-94.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 50.73% | 2113.36%-2062.6pp | 1501.67%-1450.9pp | 578.59%-527.9pp |
| Employer contribution / active EE | $3,284 | $6,275-47.7% | $5,444-39.7% | $4,876-32.7% |
| Participant deferral / active EE | $4,894 | $7,270-32.7% | $6,568-25.5% | $5,439-10.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |