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 | $11,684 | $138,076-91.5% | $123,553-90.5% | $135,380-91.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,582 | $5,152-69.3% | $4,628-65.8% | $4,779-66.9% |
| Participant deferral / active EE | $11,045 | $6,800+62.4% | $6,426+71.9% | $5,609+96.9% |
| Admin fee / account holder | $174 | $10,917-98.4% | $9,284-98.1% | $10,828-98.4% |