Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,583 | $103,393-92.7% | $87,103-91.3% | $152,909-95.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,593 | $3,221+11.6% | $2,521+42.5% | $4,764-24.6% |
| Participant deferral / active EE | $6,200 | $4,778+29.7% | $4,049+53.1% | $5,851+6.0% |
| Admin fee / account holder | $112 | $12,195-99.1% | $7,491-98.5% | $11,601-99.0% |