Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,813 | $138,114-96.5% | $125,391-96.2% | $134,545-96.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,417 | $5,246-53.9% | $4,816-49.8% | $4,742-49.0% |
| Participant deferral / active EE | $3,583 | $7,801-54.1% | $7,448-51.9% | $6,401-44.0% |
| Admin fee / account holder | $30 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |