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 | $6,561 | $84,741-92.3% | $75,731-91.3% | $167,553-96.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 199.72%-199.7pp | 104.65%-104.6pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,712 | $3,230-47.0% | $2,743-37.6% | $4,840-64.6% |
| Participant deferral / active EE | $4,743 | $4,577+3.6% | $3,820+24.2% | $6,343-25.2% |
| Admin fee / account holder | $27 | $5,361-99.5% | $3,620-99.2% | $12,316-99.8% |