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 | $4,782 | $60,119-92.0% | $90,430-94.7% | $79,858-94.0% |
| Participation rate | 92.1% | 65.0%+27.1pp | 72.7%+19.4pp | 69.6%+22.4pp |
| Annual return | 33.28% | 71.94%-38.7pp | 1293.73%-1260.4pp | 31.72%+1.6pp |
| Employer contribution / active EE | $821 | $2,068-60.3% | $3,262-74.8% | $2,471-66.8% |
| Participant deferral / active EE | $2,072 | $2,938-29.5% | $3,963-47.7% | $3,740-44.6% |
| Admin fee / account holder | $172 | $3,976-95.7% | $5,613-96.9% | $5,306-96.8% |