Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,081 | $135,645-97.0% | $110,243-96.3% | $135,380-97.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 513.24%-513.2pp | 314.76%-314.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,742 | $4,907-64.5% | $3,827-54.5% | $4,779-63.5% |
| Participant deferral / active EE | $2,749 | $5,507-50.1% | $4,672-41.2% | $5,609-51.0% |
| Admin fee / account holder | $39 | $11,458-99.7% | $8,548-99.5% | $10,828-99.6% |