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 | $5,778 | $100,895-94.3% | $90,430-93.6% | $158,950-96.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 90.57% | 1725.54%-1635.0pp | 1293.73%-1203.2pp | 302.91%-212.3pp |
| Employer contribution / active EE | $528 | $3,689-85.7% | $3,262-83.8% | $4,762-88.9% |
| Participant deferral / active EE | $2,853 | $4,347-34.4% | $3,963-28.0% | $5,983-52.3% |
| Admin fee / account holder | $2 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |