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 | $2,137 | $127,298-98.3% | $109,916-98.1% | $167,553-98.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $517 | $3,325-84.5% | $2,844-81.8% | $4,840-89.3% |
| Participant deferral / active EE | $1,616 | $4,513-64.2% | $4,047-60.1% | $6,343-74.5% |
| Admin fee / account holder | $9 | $7,119-99.9% | $6,069-99.9% | $12,316-99.9% |