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 | $7,224 | $176,688-95.9% | $130,660-94.5% | $152,897-95.3% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.5%-11.0pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $740 | $5,743-87.1% | $4,092-81.9% | $4,764-84.5% |
| Participant deferral / active EE | $1,928 | $4,362-55.8% | $3,603-46.5% | $5,851-67.1% |
| Admin fee / account holder | $79 | $7,131-98.9% | $5,463-98.6% | $11,599-99.3% |