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 | $3,231 | $156,970-97.9% | $121,210-97.3% | $139,487-97.7% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.5%+19.3pp | 80.3%+8.6pp |
| Annual return | 33.77% | 1477.10%-1443.3pp | 987.41%-953.6pp | 373.84%-340.1pp |
| Employer contribution / active EE | $519 | $5,546-90.6% | $4,171-87.6% | $4,755-89.1% |
| Participant deferral / active EE | $702 | $4,849-85.5% | $4,084-82.8% | $6,713-89.5% |
| Admin fee / account holder | $7 | $6,947-99.9% | $5,647-99.9% | $11,407-99.9% |