Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,746 | $56,197-82.7% | $67,652-85.6% | $59,633-83.7% |
| Participation rate | 88.0% | 71.5%+16.5pp | 75.7%+12.3pp | 68.7%+19.3pp |
| Annual return | 0.00% | 18508.10%-18508.1pp | 6625.40%-6625.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,072 | $1,615-33.6% | $2,266-52.7% | $2,203-51.3% |
| Participant deferral / active EE | $1,515 | $2,844-46.7% | $3,560-57.5% | $3,192-52.5% |
| Admin fee / account holder | $139 | $3,958-96.5% | $4,821-97.1% | $4,297-96.8% |