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 | $5,808 | $138,102-95.8% | $125,381-95.4% | $134,532-95.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,570 | $5,245-70.1% | $4,815-67.4% | $4,741-66.9% |
| Participant deferral / active EE | $3,706 | $7,801-52.5% | $7,448-50.2% | $6,401-42.1% |
| Admin fee / account holder | $56 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |