Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,356 | $102,696-95.8% | $86,235-94.9% | $139,487-96.9% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 25.22% | 1925.91%-1900.7pp | 1170.03%-1144.8pp | 373.84%-348.6pp |
| Employer contribution / active EE | $1,150 | $3,034-62.1% | $2,381-51.7% | $4,755-75.8% |
| Participant deferral / active EE | $1,748 | $4,679-62.6% | $3,987-56.1% | $6,713-74.0% |
| Admin fee / account holder | $237 | $8,667-97.3% | $6,856-96.5% | $11,407-97.9% |