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 | $6,736 | $97,732-93.1% | $83,831-92.0% | $135,380-95.0% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,138 | $4,222-49.4% | $3,631-41.1% | $4,779-55.3% |
| Participant deferral / active EE | $3,654 | $4,683-22.0% | $4,082-10.5% | $5,609-34.8% |
| Admin fee / account holder | $72 | $6,675-98.9% | $5,479-98.7% | $10,828-99.3% |