Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,519 | $209,422-96.4% | $178,503-95.8% | $158,982-95.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 61.23% | 188.81%-127.6pp | 151.12%-89.9pp | 302.99%-241.8pp |
| Employer contribution / active EE | $1,877 | $5,707-67.1% | $5,011-62.5% | $4,763-60.6% |
| Participant deferral / active EE | $3,271 | $5,955-45.1% | $5,202-37.1% | $5,983-45.3% |
| Admin fee / account holder | $6 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |