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 | $3,382 | $202,440-98.3% | $169,390-98.0% | $139,466-97.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,250 | $4,693-73.4% | $4,013-68.8% | $4,754-73.7% |
| Participant deferral / active EE | $1,875 | $6,940-73.0% | $6,222-69.9% | $6,712-72.1% |
| Admin fee / account holder | $2 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |