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 | $7,089 | $227,597-96.9% | $189,575-96.3% | $167,536-95.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,378 | $5,316-74.1% | $4,412-68.8% | $4,839-71.5% |
| Participant deferral / active EE | $5,727 | $7,002-18.2% | $6,174-7.2% | $6,342-9.7% |
| Admin fee / account holder | $223 | $11,877-98.1% | $9,806-97.7% | $12,315-98.2% |