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 | $6,255 | $176,105-96.4% | $159,474-96.1% | $167,536-96.3% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,323 | $5,299-75.0% | $4,831-72.6% | $4,839-72.7% |
| Participant deferral / active EE | $3,904 | $7,751-49.6% | $7,353-46.9% | $6,342-38.4% |
| Admin fee / account holder | $31 | $12,559-99.8% | $10,802-99.7% | $12,315-99.7% |