Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,454 | $169,161-99.1% | $129,295-98.9% | $145,959-99.0% |
| Participation rate | 86.7% | 76.5%+10.2pp | 69.6%+17.0pp | 80.3%+6.4pp |
| Annual return | 20.89% | 14348.07%-14327.2pp | 9429.28%-9408.4pp | 561.95%-541.1pp |
| Employer contribution / active EE | $360 | $5,543-93.5% | $4,157-91.3% | $4,661-92.3% |
| Participant deferral / active EE | $475 | $4,989-90.5% | $4,169-88.6% | $6,689-92.9% |
| Admin fee / account holder | $8 | $9,878-99.9% | $7,665-99.9% | $13,398-99.9% |