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 | $9,155 | $226,135-96.0% | $182,558-95.0% | $152,909-94.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 73.93% | 192.60%-118.7pp | 148.59%-74.7pp | 345.46%-271.5pp |
| Employer contribution / active EE | $3,002 | $4,979-39.7% | $4,076-26.4% | $4,764-37.0% |
| Participant deferral / active EE | $5,200 | $6,371-18.4% | $5,526-5.9% | $5,851-11.1% |
| Admin fee / account holder | $20 | $10,707-99.8% | $8,594-99.8% | $11,601-99.8% |