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 | $4,077 | $96,643-95.8% | $86,617-95.3% | $139,456-97.1% |
| Participation rate | 84.2% | 74.4%+9.8pp | 71.7%+12.5pp | 80.3%+3.9pp |
| Annual return | 19.32% | 106.57%-87.3pp | 591.91%-572.6pp | 373.45%-354.1pp |
| Employer contribution / active EE | $3,905 | $3,264+19.6% | $3,023+29.2% | $4,753-17.8% |
| Participant deferral / active EE | $1,290 | $4,835-73.3% | $4,437-70.9% | $6,711-80.8% |
| Admin fee / account holder | $145 | $6,406-97.7% | $5,613-97.4% | $11,407-98.7% |