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 | $612 | $81,668-99.3% | $58,507-99.0% | $139,487-99.6% |
| Participation rate | 95.0% | 61.3%+33.7pp | 50.9%+44.1pp | 80.3%+14.7pp |
| Annual return | 20.45% | 7430.07%-7409.6pp | 4252.32%-4231.9pp | 373.84%-353.4pp |
| Employer contribution / active EE | $390 | $1,398-72.1% | $1,053-63.0% | $4,755-91.8% |
| Participant deferral / active EE | $424 | $2,554-83.4% | $1,922-77.9% | $6,713-93.7% |
| Admin fee / account holder | $83 | $3,212-97.4% | $2,486-96.6% | $11,407-99.3% |