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 | $4,629 | $84,236-94.5% | $170,435-97.3% | $70,126-93.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $3,682 | $3,387+8.7% | $5,432-32.2% | $2,343+57.2% |
| Participant deferral / active EE | $1,381 | $3,086-55.3% | $4,939-72.1% | $3,332-58.6% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |