Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,055 | $96,678-96.8% | $86,640-96.5% | $139,466-97.8% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 31.46% | 106.69%-75.2pp | 592.52%-561.1pp | 373.66%-342.2pp |
| Employer contribution / active EE | $532 | $3,265-83.7% | $3,024-82.4% | $4,754-88.8% |
| Participant deferral / active EE | $1,672 | $4,837-65.4% | $4,438-62.3% | $6,712-75.1% |
| Admin fee / account holder | $123 | $6,410-98.1% | $5,616-97.8% | $11,409-98.9% |