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 | $2,870 | $100,895-97.2% | $90,430-96.8% | $158,950-98.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $654 | $3,689-82.3% | $3,262-79.9% | $4,762-86.3% |
| Participant deferral / active EE | $2,315 | $4,347-46.7% | $3,963-41.6% | $5,983-61.3% |
| Admin fee / account holder | $1 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |