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 | $5,258 | $100,911-94.8% | $90,440-94.2% | $158,966-96.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $683 | $3,690-81.5% | $3,263-79.1% | $4,762-85.7% |
| Participant deferral / active EE | $4,344 | $4,348-0.1% | $3,964+9.6% | $5,983-27.4% |
| Admin fee / account holder | $41 | $6,507-99.4% | $5,615-99.3% | $11,250-99.6% |