Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,431 | $99,031-97.5% | $86,597-97.2% | $147,585-98.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.56%-1312.6pp | 964.96%-965.0pp | 578.57%-578.6pp |
| Employer contribution / active EE | $1,050 | $3,132-66.5% | $2,840-63.0% | $4,876-78.5% |
| Participant deferral / active EE | $1,798 | $3,972-54.7% | $3,609-50.2% | $5,439-66.9% |
| Admin fee / account holder | $210 | $5,711-96.3% | $4,906-95.7% | $10,885-98.1% |