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 | $6,951 | $92,684-92.5% | $82,706-91.6% | $134,509-94.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | 0.00% | 945.84%-945.8pp | 701.76%-701.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,232 | $3,272-31.8% | $3,007-25.8% | $4,741-52.9% |
| Participant deferral / active EE | $3,411 | $4,800-28.9% | $4,394-22.4% | $6,400-46.7% |
| Admin fee / account holder | $20 | $5,982-99.7% | $5,329-99.6% | $11,427-99.8% |