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 | $3,220 | $93,098-96.5% | $77,081-95.8% | $134,509-97.6% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | 0.00% | 62.63%-62.6pp | 42.33%-42.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,137 | $3,419-66.7% | $2,813-59.6% | $4,741-76.0% |
| Participant deferral / active EE | $2,294 | $5,239-56.2% | $4,428-48.2% | $6,400-64.2% |
| Admin fee / account holder | $226 | $6,945-96.7% | $5,427-95.8% | $11,427-98.0% |