Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,458 | $106,905-91.2% | $84,020-88.7% | $152,885-93.8% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.5%-11.0pp |
| Annual return | 0.00% | 105.00%-105.0pp | 71.31%-71.3pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,149 | $4,012+28.4% | $3,239+59.0% | $5,851-12.0% |
| Admin fee / account holder | $49 | $8,287-99.4% | $6,101-99.2% | $11,598-99.6% |