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 | $4,369 | $93,117-95.3% | $77,096-94.3% | $134,532-96.8% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,134 | $3,420-66.8% | $2,814-59.7% | $4,741-76.1% |
| Participant deferral / active EE | $3,947 | $5,241-24.7% | $4,429-10.9% | $6,401-38.3% |
| Admin fee / account holder | $2 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |