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 | $5,847 | $115,814-95.0% | $101,275-94.2% | $158,982-96.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,166 | $4,176-72.1% | $3,660-68.1% | $4,763-75.5% |
| Participant deferral / active EE | $2,505 | $4,958-49.5% | $4,371-42.7% | $5,983-58.1% |
| Admin fee / account holder | $130 | $7,249-98.2% | $5,948-97.8% | $11,252-98.8% |