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 | $1,475 | $152,542-99.0% | $117,498-98.7% | $134,509-98.9% |
| Participation rate | 88.9% | 77.1%+11.8pp | 70.6%+18.3pp | 81.2%+7.7pp |
| Annual return | 0.00% | 53.02%-53.0pp | 29.75%-29.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $183 | $5,574-96.7% | $4,178-95.6% | $4,741-96.1% |
| Participant deferral / active EE | $1,117 | $4,819-76.8% | $4,071-72.6% | $6,400-82.5% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |