Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,764 | $114,047-97.6% | $96,144-97.1% | $167,497-98.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 189.89%-189.9pp | 191.96%-192.0pp | 478.62%-478.6pp |
| Employer contribution / active EE | $1,805 | $3,427-47.3% | $2,797-35.5% | $4,838-62.7% |
| Participant deferral / active EE | $2,223 | $5,194-57.2% | $4,349-48.9% | $6,341-64.9% |
| Admin fee / account holder | $1 | $6,897-100.0% | $5,537-100.0% | $12,310-100.0% |