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 | $7,442 | $105,160-92.9% | $94,679-92.1% | $139,456-94.7% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 82.03% | 38.04%+44.0pp | 156.75%-74.7pp | 373.45%-291.4pp |
| Employer contribution / active EE | $517 | $4,107-87.4% | $3,673-85.9% | $4,753-89.1% |
| Participant deferral / active EE | $5,453 | $7,599-28.2% | $7,417-26.5% | $6,711-18.7% |
| Admin fee / account holder | $13 | $8,988-99.9% | $7,233-99.8% | $11,407-99.9% |