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 | $3,766 | $99,011-96.2% | $86,582-95.7% | $147,586-97.4% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 43.77% | 1312.75%-1269.0pp | 965.08%-921.3pp | 578.59%-534.8pp |
| Employer contribution / active EE | $728 | $3,132-76.8% | $2,839-74.4% | $4,876-85.1% |
| Participant deferral / active EE | $1,230 | $3,972-69.0% | $3,609-65.9% | $5,439-77.4% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |