Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,679 | $209,422-93.0% | $178,503-91.8% | $158,982-90.8% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $10,305 | $5,707+80.6% | $5,011+105.6% | $4,763+116.4% |
| Participant deferral / active EE | $2,319 | $5,955-61.1% | $5,202-55.4% | $5,983-61.2% |
| Admin fee / account holder | $36 | $17,079-99.8% | $13,987-99.7% | $11,252-99.7% |