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 | $11,615 | $99,011-88.3% | $86,582-86.6% | $147,586-92.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.84% | 1312.75%-1292.9pp | 965.08%-945.2pp | 578.59%-558.8pp |
| Employer contribution / active EE | $1,466 | $3,132-53.2% | $2,839-48.4% | $4,876-69.9% |
| Participant deferral / active EE | $4,509 | $3,972+13.5% | $3,609+25.0% | $5,439-17.1% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |