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 | $9,347 | $226,105-95.9% | $182,540-94.9% | $152,897-93.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,609 | $4,978-67.7% | $4,076-60.5% | $4,764-66.2% |
| Participant deferral / active EE | $8,370 | $6,370+31.4% | $5,525+51.5% | $5,851+43.0% |
| Admin fee / account holder | $98 | $10,706-99.1% | $8,593-98.9% | $11,599-99.2% |