Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,836 | $115,810-98.4% | $101,271-98.2% | $158,966-98.8% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,688 | $4,958-66.0% | $4,371-61.4% | $5,983-71.8% |
| Admin fee / account holder | $205 | $7,248-97.2% | $5,948-96.5% | $11,250-98.2% |