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 | $3,734 | $100,203-96.3% | $85,240-95.6% | $145,897-97.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 84.28%-84.3pp | 66.75%-66.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,924 | $3,242-40.7% | $2,735-29.7% | $4,663-58.7% |
| Participant deferral / active EE | $2,179 | $5,299-58.9% | $4,527-51.9% | $6,689-67.4% |
| Admin fee / account holder | $55 | $7,265-99.2% | $6,165-99.1% | $13,390-99.6% |