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 | $1,158 | $76,608-98.5% | $56,077-97.9% | $145,877-99.2% |
| Participation rate | 91.7% | 63.2%+28.4pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 18.91% | 3009.59%-2990.7pp | 1709.28%-1690.4pp | 551.28%-532.4pp |
| Employer contribution / active EE | $224 | $1,382-83.8% | $1,040-78.5% | $4,663-95.2% |
| Participant deferral / active EE | $897 | $2,624-65.8% | $1,954-54.1% | $6,691-86.6% |
| Admin fee / account holder | $4 | $3,325-99.9% | $2,825-99.9% | $13,402-100.0% |