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 | $5,379 | $101,283-94.7% | $75,826-92.9% | $135,380-96.0% |
| Participation rate | 83.3% | 72.7%+10.6pp | 68.2%+15.1pp | 82.6%+0.7pp |
| Annual return | 0.00% | 3384.62%-3384.6pp | 1914.15%-1914.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,494 | $2,382-37.3% | $1,913-21.9% | $4,779-68.7% |
| Participant deferral / active EE | $3,433 | $3,469-1.0% | $2,862+19.9% | $5,609-38.8% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,828-100.0% |