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 | $975 | $67,340-98.6% | $60,888-98.4% | $134,493-99.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 49.97%-50.0pp | 16.91%-16.9pp | 418.01%-418.0pp |
| Employer contribution / active EE | $975 | $3,096-68.5% | $2,702-63.9% | $4,740-79.4% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,583-100.0% | $3,225-100.0% | $11,425-100.0% |