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 | $852 | $76,522-98.9% | $56,033-98.5% | $145,884-99.4% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 13.93% | 3014.28%-3000.4pp | 1711.38%-1697.4pp | 551.85%-537.9pp |
| Employer contribution / active EE | $64 | $1,382-95.4% | $1,041-93.9% | $4,662-98.6% |
| Participant deferral / active EE | $261 | $2,624-90.0% | $1,954-86.6% | $6,690-96.1% |
| Admin fee / account holder | $4 | $3,328-99.9% | $2,827-99.9% | $13,392-100.0% |