Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,747 | $180,749-96.8% | $160,784-96.4% | $137,256-95.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 29.69% | 2234.46%-2204.8pp | 1803.92%-1774.2pp | 220.34%-190.7pp |
| Employer contribution / active EE | $1,467 | $4,155-64.7% | $3,733-60.7% | $4,156-64.7% |
| Participant deferral / active EE | $2,094 | $6,844-69.4% | $6,293-66.7% | $6,407-67.3% |
| Admin fee / account holder | $14 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |