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 | $6,451 | $202,345-96.8% | $172,755-96.3% | $152,885-95.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 55.92% | 1029.77%-973.9pp | 802.94%-747.0pp | 345.39%-289.5pp |
| Employer contribution / active EE | $1,469 | $5,858-74.9% | $5,144-71.4% | $4,763-69.2% |
| Participant deferral / active EE | $2,269 | $5,948-61.8% | $5,198-56.3% | $5,851-61.2% |
| Admin fee / account holder | $19 | $17,111-99.9% | $13,955-99.9% | $11,598-99.8% |