Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,576 | $110,551-98.6% | $80,741-98.0% | $167,518-99.1% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | 10.19% | 120.57%-110.4pp | 87.30%-77.1pp | 478.71%-468.5pp |
| Employer contribution / active EE | $442 | $1,543-71.4% | $1,160-61.9% | $4,838-90.9% |
| Participant deferral / active EE | $662 | $2,870-76.9% | $2,145-69.1% | $6,342-89.6% |
| Admin fee / account holder | $18 | $4,547-99.6% | $3,380-99.5% | $12,312-99.9% |