Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,218 | $165,361-96.8% | $149,715-96.5% | $158,950-96.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 86.81% | 348.24%-261.4pp | 276.66%-189.8pp | 302.91%-216.1pp |
| Employer contribution / active EE | $1,763 | $5,103-65.5% | $4,645-62.0% | $4,762-63.0% |
| Participant deferral / active EE | $3,171 | $7,182-55.8% | $6,842-53.7% | $5,983-47.0% |
| Admin fee / account holder | $1 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |