Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,320 | $82,678-89.9% | $125,391-93.4% | $68,490-87.9% |
| Participation rate | 85.9% | 75.1%+10.9pp | 82.4%+3.6pp | 67.9%+18.0pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,645 | $3,382-51.4% | $4,816-65.9% | $2,597-36.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5 | $6,277-99.9% | $10,009-100.0% | $5,403-99.9% |