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 | $3,585 | $109,872-96.7% | $98,483-96.4% | $167,536-97.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,771 | $3,225-45.1% | $2,961-40.2% | $4,839-63.4% |
| Participant deferral / active EE | $1,883 | $4,673-59.7% | $4,276-56.0% | $6,342-70.3% |
| Admin fee / account holder | $217 | $6,757-96.8% | $5,953-96.4% | $12,315-98.2% |