Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,506 | $103,038-98.5% | $90,324-98.3% | $152,909-99.0% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $457 | $3,141-85.4% | $2,856-84.0% | $4,764-90.4% |
| Participant deferral / active EE | $768 | $4,282-82.1% | $3,885-80.2% | $5,851-86.9% |
| Admin fee / account holder | $4 | $6,177-99.9% | $5,356-99.9% | $11,601-100.0% |