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 | $3,151 | $107,934-97.1% | $91,989-96.6% | $152,870-97.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 89.25%-89.3pp | 69.02%-69.0pp | 345.34%-345.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,968 | $6,364-53.4% | $5,923-49.9% | $5,850-49.3% |
| Admin fee / account holder | $3 | $10,520-100.0% | $7,743-100.0% | $11,597-100.0% |