Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,250 | $75,832-94.4% | $147,617-97.1% | $59,633-92.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,221 | $3,485-65.0% | $5,564-78.1% | $2,203-44.6% |
| Participant deferral / active EE | $2,147 | $3,131-31.4% | $4,895-56.1% | $3,192-32.7% |
| Admin fee / account holder | $27 | $5,986-99.5% | $11,612-99.8% | $4,297-99.4% |