Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,434 | $121,677-90.6% | $104,625-89.1% | $158,966-92.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 38.46% | 465.58%-427.1pp | 340.60%-302.1pp | 302.95%-264.5pp |
| Employer contribution / active EE | $2,319 | $3,165-26.7% | $2,681-13.5% | $4,762-51.3% |
| Participant deferral / active EE | $5,131 | $4,175+22.9% | $3,738+37.3% | $5,983-14.2% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |