Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,366 | $118,708-93.8% | $98,920-92.6% | $158,966-95.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $4,818 | $3,334+44.5% | $2,689+79.2% | $4,762+1.2% |
| Participant deferral / active EE | $3,171 | $5,089-37.7% | $4,245-25.3% | $5,983-47.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |