Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,496 | $58,391-92.3% | $76,657-94.1% | $72,975-93.8% |
| Participation rate | 97.1% | 67.4%+29.7pp | 72.1%+25.0pp | 69.5%+27.6pp |
| Annual return | 25.04% | 2306.65%-2281.6pp | 1166.74%-1141.7pp | 81.01%-56.0pp |
| Employer contribution / active EE | $1,010 | $1,787-43.5% | $2,303-56.1% | $2,440-58.6% |
| Participant deferral / active EE | $2,008 | $2,690-25.4% | $3,335-39.8% | $3,608-44.3% |
| Admin fee / account holder | $216 | $4,014-94.6% | $6,423-96.6% | $5,124-95.8% |