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 | $9,995 | $99,031-89.9% | $86,597-88.5% | $147,585-93.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 26.57% | 1312.56%-1286.0pp | 964.96%-938.4pp | 578.57%-552.0pp |
| Employer contribution / active EE | $1,427 | $3,132-54.4% | $2,840-49.7% | $4,876-70.7% |
| Participant deferral / active EE | $3,116 | $3,972-21.6% | $3,609-13.6% | $5,439-42.7% |
| Admin fee / account holder | $47 | $5,711-99.2% | $4,906-99.0% | $10,885-99.6% |