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 | $4,995 | $34,316-85.4% | $74,723-93.3% | $72,976-93.2% |
| Participation rate | 76.0% | 42.4%+33.6pp | 54.5%+21.5pp | 69.5%+6.5pp |
| Annual return | 31.05% | 26.58%+4.5pp | 753.18%-722.1pp | 81.02%-50.0pp |
| Employer contribution / active EE | $308 | $692-55.5% | $1,084-71.6% | $2,440-87.4% |
| Participant deferral / active EE | $1,524 | $1,272+19.8% | $1,962-22.3% | $3,608-57.8% |
| Admin fee / account holder | $140 | $2,125-93.4% | $3,335-95.8% | $5,124-97.3% |