Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,960 | $102,547-92.2% | $78,210-89.8% | $147,586-94.6% |
| Participation rate | 94.1% | 74.4%+19.7pp | 68.7%+25.4pp | 82.8%+11.3pp |
| Annual return | 0.00% | 51.08%-51.1pp | 40.90%-40.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $5,998 | $2,617+129.2% | $2,034+195.0% | $4,876+23.0% |
| Participant deferral / active EE | $1,650 | $3,481-52.6% | $2,823-41.5% | $5,439-69.7% |
| Admin fee / account holder | $48 | $5,059-99.1% | $3,758-98.7% | $10,886-99.6% |