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 | $962 | $76,608-98.7% | $56,077-98.3% | $145,877-99.3% |
| Participation rate | 93.3% | 63.2%+30.1pp | 52.5%+40.8pp | 80.3%+13.0pp |
| Annual return | 18.51% | 3009.59%-2991.1pp | 1709.28%-1690.8pp | 551.28%-532.8pp |
| Employer contribution / active EE | $173 | $1,382-87.5% | $1,040-83.4% | $4,663-96.3% |
| Participant deferral / active EE | $693 | $2,624-73.6% | $1,954-64.6% | $6,691-89.6% |
| Admin fee / account holder | $170 | $3,325-94.9% | $2,825-94.0% | $13,402-98.7% |