Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,656 | $104,924-92.7% | $84,623-91.0% | $152,885-95.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 34.16% | 373.82%-339.7pp | 258.77%-224.6pp | 345.39%-311.2pp |
| Employer contribution / active EE | $1,668 | $3,302-49.5% | $2,652-37.1% | $4,763-65.0% |
| Participant deferral / active EE | $3,412 | $4,689-27.2% | $3,899-12.5% | $5,851-41.7% |
| Admin fee / account holder | $0 | $6,242-100.0% | $4,913-100.0% | $11,598-100.0% |