Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,946 | $52,353-88.6% | $120,225-95.1% | $82,448-92.8% |
| Participation rate | 89.5% | 58.3%+31.2pp | 69.6%+19.9pp | 68.1%+21.4pp |
| Annual return | 25.53% | 61.85%-36.3pp | 439.23%-413.7pp | 41.64%-16.1pp |
| Employer contribution / active EE | $1,334 | $1,510-11.7% | $3,475-61.6% | $2,551-47.7% |
| Participant deferral / active EE | $2,326 | $2,627-11.5% | $3,999-41.8% | $4,139-43.8% |
| Admin fee / account holder | $18 | $4,363-99.6% | $5,696-99.7% | $7,234-99.8% |