Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,044 | $110,801-99.1% | $86,615-98.8% | $167,536-99.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 116.96%-117.0pp | 63.51%-63.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $794 | $3,245-75.5% | $2,496-68.2% | $4,839-83.6% |
| Participant deferral / active EE | $933 | $4,547-79.5% | $3,699-74.8% | $6,342-85.3% |
| Admin fee / account holder | $132 | $8,417-98.4% | $5,830-97.7% | $12,315-98.9% |