Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,013 | $150,447-90.7% | $136,298-89.7% | $147,586-90.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.16% | 1049.15%-1034.0pp | 5156.27%-5141.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $8,284 | $5,256+57.6% | $4,696+76.4% | $4,876+69.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $69 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |