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 | $8,472 | $226,105-96.3% | $182,540-95.4% | $152,897-94.5% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.0%+12.0pp | 82.5%+7.5pp |
| Annual return | 0.00% | 192.58%-192.6pp | 148.58%-148.6pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,252 | $6,370+13.8% | $5,525+31.2% | $5,851+23.9% |
| Admin fee / account holder | $26 | $10,706-99.8% | $8,593-99.7% | $11,599-99.8% |