Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,080 | $63,365-80.9% | $91,994-86.9% | $72,975-83.4% |
| Participation rate | 74.0% | 72.5%+1.5pp | 78.6%-4.6pp | 69.5%+4.5pp |
| Annual return | 2421.24% | 35.35%+2385.9pp | 69.04%+2352.2pp | 81.01%+2340.2pp |
| Employer contribution / active EE | $343 | $2,116-83.8% | $3,453-90.1% | $2,440-85.9% |
| Participant deferral / active EE | $4,034 | $4,883-17.4% | $5,924-31.9% | $3,608+11.8% |
| Admin fee / account holder | $33 | $4,670-99.3% | $7,744-99.6% | $5,124-99.4% |