Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,127 | $106,001-88.6% | $92,235-86.9% | $147,585-91.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.70% | 50.05%-33.3pp | 176.28%-159.6pp | 578.56%-561.9pp |
| Employer contribution / active EE | $7,382 | $4,333+70.4% | $3,679+100.6% | $4,876+51.4% |
| Participant deferral / active EE | $3,487 | $4,478-22.1% | $3,897-10.5% | $5,439-35.9% |
| Admin fee / account holder | $58 | $6,332-99.1% | $5,194-98.9% | $10,885-99.5% |