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 | $1,404 | $107,015-98.7% | $73,545-98.1% | $147,585-99.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 38.25%-38.2pp | -15.16%+15.2pp | 578.58%-578.6pp |
| Employer contribution / active EE | $469 | $1,760-73.3% | $1,219-61.5% | $4,876-90.4% |
| Participant deferral / active EE | $915 | $2,462-62.8% | $1,806-49.4% | $5,439-83.2% |
| Admin fee / account holder | $2 | $3,055-99.9% | $2,320-99.9% | $10,886-100.0% |