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 | $11,600 | $217,432-94.7% | $185,851-93.8% | $167,553-93.1% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $3,904 | $5,874-33.5% | $5,168-24.5% | $4,840-19.3% |
| Participant deferral / active EE | $6,005 | $6,357-5.5% | $5,569+7.8% | $6,343-5.3% |
| Admin fee / account holder | $67 | $19,820-99.7% | $16,245-99.6% | $12,316-99.5% |