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 | $1,173 | $76,522-98.5% | $56,033-97.9% | $145,884-99.2% |
| Participation rate | 76.9% | 63.2%+13.7pp | 52.5%+24.4pp | 80.3%-3.4pp |
| Annual return | 26.49% | 3014.28%-2987.8pp | 1711.38%-1684.9pp | 551.85%-525.4pp |
| Employer contribution / active EE | $203 | $1,382-85.3% | $1,041-80.5% | $4,662-95.6% |
| Participant deferral / active EE | $812 | $2,624-69.0% | $1,954-58.4% | $6,690-87.9% |
| Admin fee / account holder | $4 | $3,328-99.9% | $2,827-99.9% | $13,392-100.0% |