Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,478 | $107,353-92.1% | $92,903-90.9% | $152,885-94.5% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 41.18% | 145.62%-104.4pp | 109.43%-68.3pp | 345.39%-304.2pp |
| Employer contribution / active EE | $1,440 | $4,222-65.9% | $3,653-60.6% | $4,763-69.8% |
| Participant deferral / active EE | $4,864 | $4,848+0.3% | $4,238+14.8% | $5,851-16.9% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |