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 | $5,798 | $108,701-94.7% | $74,723-92.2% | $152,909-96.2% |
| Participation rate | 91.3% | 65.4%+26.0pp | 54.5%+36.8pp | 82.5%+8.8pp |
| Annual return | 44.15% | 114.12%-70.0pp | 753.18%-709.0pp | 345.46%-301.3pp |
| Employer contribution / active EE | $1,049 | $1,504-30.2% | $1,084-3.2% | $4,764-78.0% |
| Participant deferral / active EE | $2,320 | $2,709-14.3% | $1,962+18.3% | $5,851-60.3% |
| Admin fee / account holder | $145 | $4,906-97.0% | $3,335-95.6% | $11,601-98.7% |