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 | $445 | $76,608-99.4% | $56,077-99.2% | $145,877-99.7% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 34.98% | 3009.59%-2974.6pp | 1709.28%-1674.3pp | 551.28%-516.3pp |
| Employer contribution / active EE | $111 | $1,382-92.0% | $1,040-89.3% | $4,663-97.6% |
| Participant deferral / active EE | $445 | $2,624-83.1% | $1,954-77.2% | $6,691-93.4% |
| Admin fee / account holder | $1 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |