Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $4,959 | $73,518-93.3% | $63,005-92.1% | $147,585-96.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 0.00% | 175.46%-175.5pp | 87.59%-87.6pp | 578.58%-578.6pp |
| Employer contribution / active EE | $2,218 | $3,322-33.2% | $2,760-19.6% | $4,876-54.5% |
| Participant deferral / active EE | $2,423 | $4,183-42.1% | $3,329-27.2% | $5,439-55.4% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |