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 | $7,265 | $100,938-92.8% | $90,461-92.0% | $158,982-95.4% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 146.16% | 1727.20%-1581.0pp | 1294.76%-1148.6pp | 302.99%-156.8pp |
| Employer contribution / active EE | $1,756 | $3,691-52.4% | $3,264-46.2% | $4,763-63.1% |
| Participant deferral / active EE | $1,871 | $4,350-57.0% | $3,964-52.8% | $5,983-68.7% |
| Admin fee / account holder | $6 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |