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 | $8,818 | $226,135-96.1% | $182,558-95.2% | $152,909-94.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 72.81% | 192.60%-119.8pp | 148.59%-75.8pp | 345.46%-272.7pp |
| Employer contribution / active EE | $2,585 | $4,979-48.1% | $4,076-36.6% | $4,764-45.7% |
| Participant deferral / active EE | $3,348 | $6,371-47.4% | $5,526-39.4% | $5,851-42.8% |
| Admin fee / account holder | $24 | $10,707-99.8% | $8,594-99.7% | $11,601-99.8% |