Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $761 | $190,916-99.6% | $160,037-99.5% | $134,545-99.4% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.0%+4.4pp | 81.2%+1.1pp |
| Annual return | 0.00% | 552.79%-552.8pp | 408.95%-409.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $757 | $4,996-84.8% | $4,226-82.1% | $4,742-84.0% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |