Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,714 | $175,257-93.3% | $149,717-92.2% | $139,456-91.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 74.82% | 166.70%-91.9pp | 134.41%-59.6pp | 373.45%-298.6pp |
| Employer contribution / active EE | $3,658 | $5,477-33.2% | $4,820-24.1% | $4,753-23.0% |
| Participant deferral / active EE | $7,062 | $6,521+8.3% | $5,682+24.3% | $6,711+5.2% |
| Admin fee / account holder | $11 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |