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 | $5,344 | $100,938-94.7% | $90,461-94.1% | $158,982-96.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 17.43% | 1727.20%-1709.8pp | 1294.76%-1277.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $972 | $3,691-73.7% | $3,264-70.2% | $4,763-79.6% |
| Participant deferral / active EE | $972 | $4,350-77.7% | $3,964-75.5% | $5,983-83.8% |
| Admin fee / account holder | $41 | $6,510-99.4% | $5,617-99.3% | $11,252-99.6% |