Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,474 | $197,819-95.2% | $155,789-93.9% | $125,389-92.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.00% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $4,726 | $4,850-2.6% | $3,839+23.1% | $4,866-2.9% |
| Participant deferral / active EE | $4,752 | $5,631-15.6% | $4,798-1.0% | $5,352-11.2% |
| Admin fee / account holder | $17 | $9,544-99.8% | $7,477-99.8% | $9,541-99.8% |