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 | $4,633 | $232,540-98.0% | $185,117-97.5% | $147,586-96.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,630 | $5,195-68.6% | $4,182-61.0% | $4,876-66.6% |
| Participant deferral / active EE | $2,915 | $5,834-50.0% | $5,045-42.2% | $5,439-46.4% |
| Admin fee / account holder | $3 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |