Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,534 | $75,959-92.7% | $154,114-96.4% | $64,181-91.4% |
| Participation rate | 76.9% | 70.4%+6.5pp | 83.0%-6.1pp | 69.6%+7.4pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.16%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,099 | $3,350-37.3% | $5,298-60.4% | $2,381-11.8% |
| Participant deferral / active EE | $3,389 | $3,175+6.8% | $5,081-33.3% | $3,470-2.3% |
| Admin fee / account holder | $167 | $5,589-97.0% | $13,411-98.8% | $4,887-96.6% |