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 | $12,759 | $165,381-92.3% | $149,730-91.5% | $158,966-92.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,671 | $5,104-47.7% | $4,645-42.5% | $4,762-43.9% |
| Participant deferral / active EE | $8,232 | $7,182+14.6% | $6,843+20.3% | $5,983+37.6% |
| Admin fee / account holder | $61 | $10,809-99.4% | $9,310-99.3% | $11,250-99.5% |