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 | $1,445 | $108,695-98.7% | $74,722-98.1% | $152,897-99.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 44.79% | 114.11%-69.3pp | 753.11%-708.3pp | 345.43%-300.6pp |
| Employer contribution / active EE | $396 | $1,504-73.7% | $1,084-63.5% | $4,764-91.7% |
| Participant deferral / active EE | $396 | $2,712-85.4% | $1,963-79.8% | $5,851-93.2% |
| Admin fee / account holder | $4 | $4,906-99.9% | $3,335-99.9% | $11,599-100.0% |