Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,064 | $145,884-97.2% | $34,355-88.2% | $145,884-97.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 10.24% | 551.85%-541.6pp | 17.30%-7.1pp | 551.85%-541.6pp |
| Employer contribution / active EE | $819 | $4,662-82.4% | $1,553-47.3% | $4,662-82.4% |
| Participant deferral / active EE | $3,358 | $6,690-49.8% | $4,533-25.9% | $6,690-49.8% |
| Admin fee / account holder | $28 | $13,392-99.8% | $2,045-98.6% | $13,392-99.8% |