Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,979 | $160,059-95.0% | $140,019-94.3% | $135,380-94.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,740 | $6,420-72.9% | $5,605-69.0% | $4,779-63.6% |
| Participant deferral / active EE | $6,882 | $7,641-9.9% | $6,927-0.6% | $5,609+22.7% |
| Admin fee / account holder | $31 | $13,328-99.8% | $10,705-99.7% | $10,828-99.7% |