Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,738 | $138,114-95.1% | $125,391-94.6% | $134,545-95.0% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.2pp | 81.2%-9.0pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,840 | $5,246-64.9% | $4,816-61.8% | $4,742-61.2% |
| Participant deferral / active EE | $3,294 | $7,801-57.8% | $7,448-55.8% | $6,401-48.5% |
| Admin fee / account holder | $47 | $11,570-99.6% | $10,009-99.5% | $11,431-99.6% |