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 | $15,421 | $176,077-91.2% | $159,455-90.3% | $167,518-90.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $6,549 | $5,298+23.6% | $4,830+35.6% | $4,838+35.4% |
| Participant deferral / active EE | $6,885 | $7,751-11.2% | $7,353-6.4% | $6,342+8.6% |
| Admin fee / account holder | $158 | $12,556-98.7% | $10,800-98.5% | $12,312-98.7% |