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 | $3,722 | $108,685-96.6% | $74,719-95.0% | $152,885-97.6% |
| Participation rate | 71.4% | 65.3%+6.1pp | 54.5%+17.0pp | 82.5%-11.0pp |
| Annual return | 0.00% | 114.09%-114.1pp | 753.05%-753.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $982 | $1,504-34.7% | $1,084-9.4% | $4,763-79.4% |
| Participant deferral / active EE | $1,575 | $2,712-41.9% | $1,963-19.8% | $5,851-73.1% |
| Admin fee / account holder | $30 | $4,905-99.4% | $3,334-99.1% | $11,598-99.7% |