Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,983 | $175,257-96.0% | $149,717-95.3% | $139,456-95.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 166.70%-166.7pp | 134.41%-134.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $3,197 | $5,477-41.6% | $4,820-33.7% | $4,753-32.7% |
| Participant deferral / active EE | $3,197 | $6,521-51.0% | $5,682-43.7% | $6,711-52.4% |
| Admin fee / account holder | $5 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |