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 | $12,664 | $171,867-92.6% | $149,721-91.5% | $147,586-91.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.56% | 2113.36%-2102.8pp | 1501.67%-1491.1pp | 578.59%-568.0pp |
| Employer contribution / active EE | $1,845 | $6,275-70.6% | $5,444-66.1% | $4,876-62.2% |
| Participant deferral / active EE | $6,167 | $7,270-15.2% | $6,568-6.1% | $5,439+13.4% |
| Admin fee / account holder | $21 | $13,799-99.8% | $11,282-99.8% | $10,886-99.8% |