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 | $5,066 | $121,637-95.8% | $104,605-95.2% | $158,931-96.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 465.32%-465.3pp | 340.46%-340.5pp | 302.86%-302.9pp |
| Employer contribution / active EE | $1,816 | $3,163-42.6% | $2,681-32.3% | $4,761-61.9% |
| Participant deferral / active EE | $3,250 | $4,177-22.2% | $3,739-13.1% | $5,982-45.7% |
| Admin fee / account holder | $0 | $7,788-100.0% | $6,473-100.0% | $11,247-100.0% |