Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,772 | $96,678-95.1% | $86,640-94.5% | $139,466-96.6% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 300.13% | 106.69%+193.4pp | 592.52%-292.4pp | 373.66%-73.5pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,990 | $4,837-38.2% | $4,438-32.6% | $6,712-55.5% |
| Admin fee / account holder | $27 | $6,410-99.6% | $5,616-99.5% | $11,409-99.8% |