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 | $4,967 | $84,708-94.1% | $75,714-93.4% | $167,536-97.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 199.62%-199.6pp | 104.62%-104.6pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,381 | $3,231-57.3% | $2,744-49.7% | $4,839-71.5% |
| Participant deferral / active EE | $4,584 | $4,577+0.1% | $3,820+20.0% | $6,342-27.7% |
| Admin fee / account holder | $26 | $5,358-99.5% | $3,619-99.3% | $12,315-99.8% |