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 | $2,852 | $100,895-97.2% | $90,430-96.8% | $158,950-98.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 30.25% | 1725.54%-1695.3pp | 1293.73%-1263.5pp | 302.91%-272.7pp |
| Employer contribution / active EE | $723 | $3,689-80.4% | $3,262-77.8% | $4,762-84.8% |
| Participant deferral / active EE | $1,189 | $4,347-72.7% | $3,963-70.0% | $5,983-80.1% |
| Admin fee / account holder | $62 | $6,505-99.0% | $5,613-98.9% | $11,248-99.4% |