Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,961 | $152,619-92.8% | $125,195-91.2% | $152,909-92.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,971 | $4,947-19.7% | $3,866+2.7% | $4,764-16.6% |
| Participant deferral / active EE | $6,345 | $5,869+8.1% | $4,937+28.5% | $5,851+8.4% |
| Admin fee / account holder | $13 | $13,437-99.9% | $9,704-99.9% | $11,601-99.9% |