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 | $9,519 | $160,059-94.1% | $140,019-93.2% | $135,382-93.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $2,965 | $6,420-53.8% | $5,605-47.1% | $4,779-38.0% |
| Participant deferral / active EE | $6,069 | $7,641-20.6% | $6,927-12.4% | $5,609+8.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |