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 | $9,892 | $165,381-94.0% | $149,730-93.4% | $158,966-93.8% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 3949.28% | 348.29%+3601.0pp | 276.70%+3672.6pp | 302.95%+3646.3pp |
| Employer contribution / active EE | $1,914 | $5,104-62.5% | $4,645-58.8% | $4,762-59.8% |
| Participant deferral / active EE | $2,759 | $7,182-61.6% | $6,843-59.7% | $5,983-53.9% |
| Admin fee / account holder | $2 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |