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 | $13,175 | $106,923-87.7% | $84,023-84.3% | $152,909-91.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 105.02%-105.0pp | 71.32%-71.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,948 | $2,735-28.8% | $1,984-1.8% | $4,764-59.1% |
| Participant deferral / active EE | $10,202 | $4,013+154.2% | $3,239+214.9% | $5,851+74.4% |
| Admin fee / account holder | $174 | $8,289-97.9% | $6,102-97.2% | $11,601-98.5% |