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 | $9,053 | $112,131-91.9% | $95,964-90.6% | $158,982-94.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 289.59% | 171.19%+118.4pp | 91.64%+197.9pp | 302.99%-13.4pp |
| Employer contribution / active EE | $9,422 | $3,199+194.5% | $2,541+270.8% | $4,763+97.8% |
| Participant deferral / active EE | $12,500 | $4,784+161.3% | $4,167+200.0% | $5,983+108.9% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |