Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,841 | $155,840-97.5% | $124,694-96.9% | $167,553-97.7% |
| Participation rate | 84.6% | 81.1%+3.5pp | 74.6%+10.0pp | 82.1%+2.5pp |
| Annual return | 0.00% | 17.98%-18.0pp | 5144.82%-5144.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,373 | $4,165-67.0% | $3,325-58.7% | $4,840-71.6% |
| Participant deferral / active EE | $2,133 | $5,675-62.4% | $4,615-53.8% | $6,343-66.4% |
| Admin fee / account holder | $73 | $9,536-99.2% | $7,495-99.0% | $12,316-99.4% |