Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,797 | $148,623-94.8% | $135,974-94.3% | $139,466-94.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,257 | $5,246-57.0% | $4,859-53.6% | $4,754-52.5% |
| Participant deferral / active EE | $3,554 | $8,103-56.1% | $7,760-54.2% | $6,712-47.0% |
| Admin fee / account holder | $144 | $12,406-98.8% | $10,767-98.7% | $11,409-98.7% |