Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,710 | $106,008-96.5% | $92,240-96.0% | $147,586-97.5% |
| Participation rate | 89.5% | 80.4%+9.1pp | 76.5%+13.0pp | 82.8%+6.6pp |
| Annual return | 0.00% | 50.05%-50.1pp | 176.29%-176.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $968 | $4,333-77.7% | $3,680-73.7% | $4,876-80.2% |
| Participant deferral / active EE | $2,223 | $4,478-50.4% | $3,897-43.0% | $5,439-59.1% |
| Admin fee / account holder | $34 | $6,333-99.5% | $5,194-99.3% | $10,886-99.7% |