Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,346 | $226,090-95.0% | $182,531-93.8% | $152,885-92.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 44.71% | 192.57%-147.9pp | 148.57%-103.9pp | 345.39%-300.7pp |
| Employer contribution / active EE | $1,315 | $4,978-73.6% | $4,075-67.7% | $4,763-72.4% |
| Participant deferral / active EE | $4,915 | $6,369-22.8% | $5,525-11.0% | $5,851-16.0% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |