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 | $12,771 | $176,688-92.8% | $130,660-90.2% | $152,885-91.6% |
| Participation rate | 85.7% | 79.0%+6.7pp | 71.7%+14.0pp | 82.5%+3.3pp |
| Annual return | 6.57% | 2693.08%-2686.5pp | 1709.29%-1702.7pp | 345.39%-338.8pp |
| Employer contribution / active EE | $1,202 | $5,743-79.1% | $4,092-70.6% | $4,763-74.8% |
| Participant deferral / active EE | $1,478 | $4,362-66.1% | $3,603-59.0% | $5,851-74.7% |
| Admin fee / account holder | $78 | $7,131-98.9% | $5,463-98.6% | $11,598-99.3% |