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 | $4,404 | $72,465-93.9% | $67,575-93.5% | $145,884-97.0% |
| Participation rate | 94.1% | 76.9%+17.2pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 31.49% | 7222.56%-7191.1pp | 3528.98%-3497.5pp | 551.85%-520.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,652 | $4,786-65.5% | $4,003-58.7% | $6,690-75.3% |
| Admin fee / account holder | $279 | $5,515-94.9% | $3,993-93.0% | $13,392-97.9% |