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 | $4,661 | $100,911-95.4% | $90,440-94.8% | $158,966-97.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 96.58% | 1726.62%-1630.0pp | 1294.38%-1197.8pp | 302.95%-206.4pp |
| Employer contribution / active EE | $621 | $3,690-83.2% | $3,263-81.0% | $4,762-87.0% |
| Participant deferral / active EE | $2,794 | $4,348-35.8% | $3,964-29.5% | $5,983-53.3% |
| Admin fee / account holder | $24 | $6,507-99.6% | $5,615-99.6% | $11,250-99.8% |