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 | $6,372 | $176,105-96.4% | $159,474-96.0% | $167,536-96.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14185.43% | 331.91%+13853.5pp | 263.68%+13921.8pp | 478.82%+13706.6pp |
| Employer contribution / active EE | $1,499 | $5,299-71.7% | $4,831-69.0% | $4,839-69.0% |
| Participant deferral / active EE | $2,701 | $7,751-65.1% | $7,353-63.3% | $6,342-57.4% |
| Admin fee / account holder | $43 | $12,559-99.7% | $10,802-99.6% | $12,315-99.7% |