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 | $9,654 | $154,209-93.7% | $130,062-92.6% | $139,487-93.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 32.52%-32.5pp | -137.37%+137.4pp | 373.84%-373.8pp |
| Employer contribution / active EE | $2,645 | $5,292-50.0% | $4,322-38.8% | $4,755-44.4% |
| Participant deferral / active EE | $6,700 | $6,709-0.1% | $5,821+15.1% | $6,713-0.2% |
| Admin fee / account holder | $196 | $13,988-98.6% | $10,601-98.2% | $11,407-98.3% |