Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,089 | $99,011-90.8% | $86,582-89.5% | $147,586-93.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,340 | $3,132+6.6% | $2,839+17.6% | $4,876-31.5% |
| Participant deferral / active EE | $5,760 | $3,972+45.0% | $3,609+59.6% | $5,439+5.9% |
| Admin fee / account holder | $20 | $5,709-99.7% | $4,904-99.6% | $10,886-99.8% |