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 | $3,974 | $53,128-92.5% | $86,582-95.4% | $70,126-94.3% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.4pp | 69.5%+28.4pp |
| Annual return | 61.08% | 27.66%+33.4pp | 965.08%-904.0pp | 73.15%-12.1pp |
| Employer contribution / active EE | $974 | $2,068-52.9% | $2,839-65.7% | $2,343-58.4% |
| Participant deferral / active EE | $2,793 | $2,695+3.6% | $3,609-22.6% | $3,332-16.2% |
| Admin fee / account holder | $177 | $3,584-95.1% | $4,904-96.4% | $4,645-96.2% |