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 | $10,334 | $115,814-91.1% | $101,275-89.8% | $158,982-93.5% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.8%-1.9pp | 82.0%-8.1pp |
| Annual return | 0.00% | 56.16%-56.2pp | 46.48%-46.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,859 | $4,176-55.5% | $3,660-49.2% | $4,763-61.0% |
| Participant deferral / active EE | $4,802 | $4,958-3.2% | $4,371+9.9% | $5,983-19.8% |
| Admin fee / account holder | $15 | $7,249-99.8% | $5,948-99.7% | $11,252-99.9% |