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 | $4,387 | $176,077-97.5% | $159,455-97.2% | $167,518-97.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $4,101 | $5,298-22.6% | $4,830-15.1% | $4,838-15.2% |
| Participant deferral / active EE | $6,340 | $7,751-18.2% | $7,353-13.8% | $6,3420% |
| Admin fee / account holder | $115 | $12,556-99.1% | $10,800-98.9% | $12,312-99.1% |