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 | $6,283 | $96,678-93.5% | $86,640-92.7% | $139,466-95.5% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 37.81% | 106.69%-68.9pp | 592.52%-554.7pp | 373.66%-335.9pp |
| Employer contribution / active EE | $1,241 | $3,265-62.0% | $3,024-59.0% | $4,754-73.9% |
| Participant deferral / active EE | $2,410 | $4,837-50.2% | $4,438-45.7% | $6,712-64.1% |
| Admin fee / account holder | $66 | $6,410-99.0% | $5,616-98.8% | $11,409-99.4% |