Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,548 | $106,905-95.7% | $84,020-94.6% | $152,885-97.0% |
| Participation rate | 94.4% | 75.2%+19.2pp | 69.0%+25.4pp | 82.5%+12.0pp |
| Annual return | 0.00% | 105.00%-105.0pp | 71.31%-71.3pp | 345.39%-345.4pp |
| Employer contribution / active EE | $985 | $2,735-64.0% | $1,984-50.3% | $4,763-79.3% |
| Participant deferral / active EE | $3,229 | $4,012-19.5% | $3,239-0.3% | $5,851-44.8% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |