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 | $8,928 | $176,688-94.9% | $130,660-93.2% | $152,909-94.2% |
| Participation rate | 95.7% | 79.0%+16.7pp | 71.7%+23.9pp | 82.5%+13.2pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,819 | $5,743-68.3% | $4,092-55.6% | $4,764-61.8% |
| Participant deferral / active EE | $5,874 | $4,362+34.7% | $3,603+63.0% | $5,851+0.4% |
| Admin fee / account holder | $51 | $7,131-99.3% | $5,463-99.1% | $11,601-99.6% |