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 | $5,020 | $104,953-95.2% | $84,637-94.1% | $152,909-96.7% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 0.00% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,878 | $3,304-12.9% | $2,653+8.5% | $4,764-39.6% |
| Participant deferral / active EE | $2,088 | $4,691-55.5% | $3,900-46.5% | $5,851-64.3% |
| Admin fee / account holder | $8 | $6,244-99.9% | $4,914-99.8% | $11,601-99.9% |