Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,797 | $53,128-91.0% | $86,582-94.5% | $70,126-93.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $4,491 | $2,068+117.2% | $2,839+58.2% | $2,343+91.7% |
| Participant deferral / active EE | $2,668 | $2,695-1.0% | $3,609-26.1% | $3,332-19.9% |
| Admin fee / account holder | $1 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |