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 | $5,000 | $112,121-95.5% | $95,960-94.8% | $158,966-96.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 0.00% | 171.16%-171.2pp | 91.63%-91.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,267 | $3,199-60.4% | $2,541-50.1% | $4,762-73.4% |
| Participant deferral / active EE | $2,153 | $4,784-55.0% | $4,167-48.3% | $5,983-64.0% |
| Admin fee / account holder | $15 | $10,135-99.9% | $6,797-99.8% | $11,250-99.9% |