Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,730 | $106,008-88.0% | $92,240-86.2% | $147,586-91.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.81% | 50.05%-27.2pp | 176.29%-153.5pp | 578.59%-555.8pp |
| Employer contribution / active EE | $10,381 | $4,333+139.6% | $3,680+182.1% | $4,876+112.9% |
| Participant deferral / active EE | $5,935 | $4,478+32.5% | $3,897+52.3% | $5,439+9.1% |
| Admin fee / account holder | $28 | $6,333-99.6% | $5,194-99.5% | $10,886-99.7% |