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 | $10,452 | $133,981-92.2% | $112,249-90.7% | $134,532-92.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,111 | $4,040-72.5% | $3,636-69.4% | $4,741-76.6% |
| Participant deferral / active EE | $7,844 | $5,292+48.2% | $4,729+65.9% | $6,401+22.5% |
| Admin fee / account holder | $27 | $7,492-99.6% | $6,412-99.6% | $11,429-99.8% |