Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $369 | $27,924-98.7% | $58,544-99.4% | $75,181-99.5% |
| Participation rate | 77.8% | 38.8%+38.9pp | 50.9%+26.9pp | 67.2%+10.6pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $315 | $1,202-73.8% | $1,923-83.6% | $4,126-92.4% |
| Admin fee / account holder | $28 | $1,726-98.4% | $2,520-98.9% | $5,650-99.5% |