Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,577 | $108,701-96.7% | $74,723-95.2% | $152,909-97.7% |
| Participation rate | 72.2% | 65.4%+6.9pp | 54.5%+17.8pp | 82.5%-10.2pp |
| Annual return | 34.14% | 114.12%-80.0pp | 753.18%-719.0pp | 345.46%-311.3pp |
| Employer contribution / active EE | $604 | $1,504-59.8% | $1,084-44.3% | $4,764-87.3% |
| Participant deferral / active EE | $920 | $2,709-66.0% | $1,962-53.1% | $5,851-84.3% |
| Admin fee / account holder | $117 | $4,906-97.6% | $3,335-96.5% | $11,601-99.0% |