Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,938 | $63,342-89.0% | $92,235-92.5% | $70,131-90.1% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 0.00% | 530.15%-530.2pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,390 | $2,471-3.3% | $3,679-35.1% | $2,342+2.0% |
| Participant deferral / active EE | $3,477 | $2,854+21.8% | $3,897-10.8% | $3,332+4.3% |
| Admin fee / account holder | $216 | $3,840-94.4% | $5,194-95.8% | $4,645-95.4% |