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 | $8,931 | $176,120-94.9% | $159,487-94.4% | $167,553-94.7% |
| Participation rate | 78.3% | 85.0%-6.7pp | 82.8%-4.6pp | 82.1%-3.9pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,262 | $5,299-57.3% | $4,831-53.2% | $4,840-53.3% |
| Participant deferral / active EE | $4,890 | $7,752-36.9% | $7,354-33.5% | $6,343-22.9% |
| Admin fee / account holder | $184 | $12,561-98.5% | $10,804-98.3% | $12,316-98.5% |