Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,491 | $180,466-97.0% | $154,114-96.4% | $135,382-95.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.15%-888.2pp | 735.16%-735.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $2,592 | $6,035-57.1% | $5,298-51.1% | $4,779-45.8% |
| Participant deferral / active EE | $3,353 | $5,806-42.3% | $5,081-34.0% | $5,609-40.2% |
| Admin fee / account holder | $15 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |