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 | $10,454 | $209,888-95.0% | $189,545-94.5% | $167,553-93.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.66%-748.7pp | 555.36%-555.4pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,672 | $6,915-61.4% | $6,162-56.6% | $4,840-44.8% |
| Participant deferral / active EE | $7,245 | $8,934-18.9% | $8,220-11.9% | $6,343+14.2% |
| Admin fee / account holder | $15 | $14,300-99.9% | $12,049-99.9% | $12,316-99.9% |