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 | $11,705 | $106,005-89.0% | $92,239-87.3% | $147,585-92.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.64% | 50.05%-36.4pp | 176.29%-162.7pp | 578.58%-564.9pp |
| Employer contribution / active EE | $1,713 | $4,333-60.5% | $3,680-53.4% | $4,876-64.9% |
| Participant deferral / active EE | $5,515 | $4,478+23.2% | $3,897+41.5% | $5,439+1.4% |
| Admin fee / account holder | $123 | $6,333-98.1% | $5,194-97.6% | $10,886-98.9% |