Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,399 | $108,695-97.8% | $74,722-96.8% | $152,897-98.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 38.67% | 114.11%-75.4pp | 753.11%-714.4pp | 345.43%-306.8pp |
| Employer contribution / active EE | $454 | $1,504-69.8% | $1,084-58.1% | $4,764-90.5% |
| Participant deferral / active EE | $1,243 | $2,712-54.2% | $1,963-36.7% | $5,851-78.7% |
| Admin fee / account holder | $1 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |