Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,573 | $99,647-90.4% | $86,439-88.9% | $134,509-92.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 6784.13%-6784.1pp | 4395.55%-4395.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $4,251 | $4,401-3.4% | $3,769+12.8% | $4,741-10.3% |
| Participant deferral / active EE | $5,341 | $7,246-26.3% | $6,952-23.2% | $6,400-16.5% |
| Admin fee / account holder | $5 | $8,373-99.9% | $6,732-99.9% | $11,427-100.0% |