Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,927 | $81,664-92.7% | $70,476-91.6% | $158,966-96.3% |
| Participation rate | 72.7% | 77.7%-5.0pp | 75.1%-2.3pp | 82.0%-9.2pp |
| Annual return | 71.66% | 208.59%-136.9pp | 109.12%-37.5pp | 302.95%-231.3pp |
| Employer contribution / active EE | $1,351 | $3,219-58.0% | $2,738-50.7% | $4,762-71.6% |
| Participant deferral / active EE | $1,612 | $4,556-64.6% | $3,710-56.5% | $5,983-73.1% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |