Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,634 | $126,113-98.7% | $116,096-98.6% | $155,188-98.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 0.00% | 391.72%-391.7pp | 326.25%-326.2pp | 148.84%-148.8pp |
| Employer contribution / active EE | $373 | $2,672-86.0% | $2,503-85.1% | $4,248-91.2% |
| Participant deferral / active EE | $1,233 | $4,162-70.4% | $3,952-68.8% | $6,531-81.1% |
| Admin fee / account holder | $5 | $8,045-99.9% | $7,704-99.9% | $14,480-100.0% |