Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,515 | $156,963-95.8% | $121,204-94.6% | $139,466-95.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.01% | 1476.75%-1454.7pp | 987.18%-965.2pp | 373.66%-351.7pp |
| Employer contribution / active EE | $759 | $5,544-86.3% | $4,170-81.8% | $4,754-84.0% |
| Participant deferral / active EE | $1,114 | $4,848-77.0% | $4,083-72.7% | $6,712-83.4% |
| Admin fee / account holder | $33 | $6,953-99.5% | $5,651-99.4% | $11,409-99.7% |