Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,292 | $183,978-91.7% | $162,171-90.6% | $152,885-90.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 150.78%-150.8pp | 115.60%-115.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $5,045 | $6,370-20.8% | $5,613-10.1% | $4,763+5.9% |
| Participant deferral / active EE | $8,130 | $8,033+1.2% | $7,297+11.4% | $5,851+38.9% |
| Admin fee / account holder | $50 | $13,122-99.6% | $10,843-99.5% | $11,598-99.6% |