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 | $7,259 | $55,423-86.9% | $155,602-95.3% | $74,400-90.2% |
| Participation rate | 94.3% | 61.9%+32.4pp | 78.2%+16.1pp | 67.2%+27.1pp |
| Annual return | 88.88% | 269.07%-180.2pp | 64.81%+24.1pp | 1367.51%-1278.6pp |
| Employer contribution / active EE | $904 | $2,266-60.1% | $4,675-80.7% | $2,624-65.6% |
| Participant deferral / active EE | $2,457 | $2,835-13.3% | $5,629-56.3% | $4,348-43.5% |
| Admin fee / account holder | $119 | $1,744-93.2% | $15,923-99.2% | $1,944-93.9% |