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 | $5,514 | $91,198-94.0% | $178,503-96.9% | $79,856-93.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 0.00% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,846 | $3,257-12.6% | $5,011-43.2% | $2,471+15.2% |
| Participant deferral / active EE | $4,007 | $3,237+23.8% | $5,202-23.0% | $3,741+7.1% |
| Admin fee / account holder | $54 | $6,748-99.2% | $13,987-99.6% | $5,306-99.0% |