Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,631 | $156,927-98.3% | $121,169-97.8% | $139,456-98.1% |
| Participation rate | 90.5% | 76.4%+14.0pp | 69.5%+21.0pp | 80.3%+10.1pp |
| Annual return | 30.04% | 1475.85%-1445.8pp | 986.71%-956.7pp | 373.45%-343.4pp |
| Employer contribution / active EE | $722 | $5,542-87.0% | $4,168-82.7% | $4,753-84.8% |
| Participant deferral / active EE | $819 | $4,848-83.1% | $4,083-80.0% | $6,711-87.8% |
| Admin fee / account holder | $6 | $6,946-99.9% | $5,645-99.9% | $11,407-99.9% |