Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,279 | $110,629-97.9% | $80,784-97.2% | $167,553-98.6% |
| Participation rate | 92.9% | 64.0%+28.9pp | 54.2%+38.7pp | 82.1%+10.7pp |
| Annual return | 36.84% | 120.58%-83.7pp | 87.31%-50.5pp | 478.89%-442.1pp |
| Employer contribution / active EE | $1,440 | $1,543-6.7% | $1,160+24.1% | $4,840-70.2% |
| Participant deferral / active EE | $776 | $2,871-73.0% | $2,145-63.8% | $6,343-87.8% |
| Admin fee / account holder | $40 | $4,547-99.1% | $3,380-98.8% | $12,316-99.7% |