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 | $9,311 | $115,814-92.0% | $101,275-90.8% | $158,982-94.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $993 | $4,176-76.2% | $3,660-72.9% | $4,763-79.1% |
| Participant deferral / active EE | $7,796 | $4,958+57.2% | $4,371+78.4% | $5,983+30.3% |
| Admin fee / account holder | $30 | $7,249-99.6% | $5,948-99.5% | $11,252-99.7% |