Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,098 | $63,346-69.9% | $92,240-79.3% | $70,126-72.8% |
| Participation rate | 98.0% | 68.7%+29.3pp | 76.5%+21.5pp | 69.5%+28.5pp |
| Annual return | 17.17% | 530.19%-513.0pp | 176.29%-159.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $741 | $2,471-70.0% | $3,680-79.9% | $2,343-68.4% |
| Participant deferral / active EE | $1,688 | $2,854-40.9% | $3,897-56.7% | $3,332-49.3% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |