Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,755 | $144,130-95.3% | $117,860-94.3% | $147,585-95.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.10%-335.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $2,565 | $4,897-47.6% | $3,786-32.3% | $4,876-47.4% |
| Participant deferral / active EE | $3,847 | $5,316-27.6% | $4,482-14.2% | $5,439-29.3% |
| Admin fee / account holder | $6 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |