Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,117 | $165,381-95.1% | $149,730-94.6% | $158,966-94.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,826 | $5,104-64.2% | $4,645-60.7% | $4,762-61.6% |
| Participant deferral / active EE | $3,250 | $7,182-54.7% | $6,843-52.5% | $5,983-45.7% |
| Admin fee / account holder | $50 | $10,809-99.5% | $9,310-99.5% | $11,250-99.6% |