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 | $2,411 | $202,460-98.8% | $169,385-98.6% | $139,456-98.3% |
| Participation rate | 94.7% | 81.1%+13.6pp | 77.2%+17.6pp | 80.3%+14.4pp |
| Annual return | 42.37% | 532.07%-489.7pp | 405.82%-363.5pp | 373.45%-331.1pp |
| Employer contribution / active EE | $1,060 | $4,691-77.4% | $4,012-73.6% | $4,753-77.7% |
| Participant deferral / active EE | $1,203 | $6,938-82.7% | $6,221-80.7% | $6,711-82.1% |
| Admin fee / account holder | $112 | $10,719-99.0% | $9,011-98.8% | $11,407-99.0% |