Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,674 | $109,872-96.7% | $98,483-96.3% | $167,536-97.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,123 | $3,225-65.2% | $2,961-62.1% | $4,839-76.8% |
| Participant deferral / active EE | $2,465 | $4,673-47.3% | $4,276-42.4% | $6,342-61.1% |
| Admin fee / account holder | $2 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |