Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $1,191 | $48,053-97.5% | $84,637-98.6% | $72,976-98.4% |
| Participation rate | 91.8% | 57.6%+34.2pp | 68.2%+23.5pp | 69.5%+22.3pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.82%-258.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,101 | $1,602-31.3% | $2,653-58.5% | $2,440-54.9% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $54 | $3,395-98.4% | $4,914-98.9% | $5,124-99.0% |