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 | $4,784 | $96,388-95.0% | $80,627-94.1% | $139,466-96.6% |
| Participation rate | 78.6% | 73.6%+4.9pp | 67.0%+11.6pp | 80.3%-1.8pp |
| Annual return | 34.87% | 1352.08%-1317.2pp | 936.76%-901.9pp | 373.66%-338.8pp |
| Employer contribution / active EE | $1,031 | $3,260-68.4% | $2,723-62.1% | $4,754-78.3% |
| Participant deferral / active EE | $2,024 | $5,224-61.3% | $4,443-54.5% | $6,712-69.8% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |