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 | $1,926 | $88,603-97.8% | $69,890-97.2% | $134,545-98.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 442.93%-442.9pp | 190.84%-190.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $374 | $3,236-88.4% | $2,560-85.4% | $4,742-92.1% |
| Participant deferral / active EE | $1,494 | $4,771-68.7% | $3,848-61.2% | $6,401-76.7% |
| Admin fee / account holder | $1 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |