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 | $8,745 | $105,960-91.7% | $81,726-89.3% | $158,982-94.5% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 74.23% | 38.19%+36.0pp | 29.49%+44.7pp | 302.99%-228.8pp |
| Employer contribution / active EE | $1,315 | $7,805-83.2% | $4,311-69.5% | $4,763-72.4% |
| Participant deferral / active EE | $2,248 | $13,011-82.7% | $7,108-68.4% | $5,983-62.4% |
| Admin fee / account holder | $20 | $8,494-99.8% | $5,160-99.6% | $11,252-99.8% |