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 | $7,811 | $105,158-92.6% | $94,672-91.7% | $139,487-94.4% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 66.83% | 38.11%+28.7pp | 156.89%-90.1pp | 373.84%-307.0pp |
| Employer contribution / active EE | $2,522 | $4,107-38.6% | $3,673-31.3% | $4,755-47.0% |
| Participant deferral / active EE | $4,980 | $7,599-34.5% | $7,417-32.9% | $6,713-25.8% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |