Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,295 | $95,975-97.6% | $74,549-96.9% | $135,379-98.3% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $872 | $2,716-67.9% | $1,961-55.5% | $4,779-81.8% |
| Participant deferral / active EE | $1,721 | $3,844-55.2% | $3,108-44.6% | $5,609-69.3% |
| Admin fee / account holder | $7 | $6,522-99.9% | $5,059-99.9% | $10,828-99.9% |