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 | $3,890 | $227,597-98.3% | $189,575-97.9% | $167,536-97.7% |
| Participation rate | 81.8% | 82.5%-0.7pp | 78.4%+3.4pp | 82.1%-0.3pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $608 | $5,316-88.6% | $4,412-86.2% | $4,839-87.4% |
| Participant deferral / active EE | $2,491 | $7,002-64.4% | $6,174-59.6% | $6,342-60.7% |
| Admin fee / account holder | $12 | $11,877-99.9% | $9,806-99.9% | $12,315-99.9% |