Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,194 | $63,346-90.2% | $92,240-93.3% | $70,126-91.2% |
| Participation rate | 76.9% | 68.7%+8.3pp | 76.5%+0.4pp | 69.5%+7.4pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,145 | $2,471-13.2% | $3,680-41.7% | $2,343-8.4% |
| Participant deferral / active EE | $3,253 | $2,854+14.0% | $3,897-16.5% | $3,332-2.4% |
| Admin fee / account holder | $14 | $3,841-99.6% | $5,194-99.7% | $4,645-99.7% |