Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,726 | $176,688-89.4% | $130,660-85.7% | $152,897-87.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $5,576 | $5,743-2.9% | $4,092+36.2% | $4,764+17.0% |
| Participant deferral / active EE | $12,338 | $4,362+182.8% | $3,603+242.4% | $5,851+110.9% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |