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 | $2,436 | $65,423-96.3% | $98,477-97.5% | $85,856-97.2% |
| Participation rate | 91.1% | 65.0%+26.1pp | 73.3%+17.8pp | 69.3%+21.8pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1493.59%-1493.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $688 | $2,168-68.3% | $2,961-76.8% | $2,565-73.2% |
| Participant deferral / active EE | $1,580 | $3,167-50.1% | $4,276-63.1% | $3,952-60.0% |
| Admin fee / account holder | $6 | $4,594-99.9% | $5,951-99.9% | $6,261-99.9% |