Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,954 | $227,597-98.7% | $189,575-98.4% | $167,536-98.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $960 | $5,316-81.9% | $4,412-78.2% | $4,839-80.2% |
| Participant deferral / active EE | $1,920 | $7,002-72.6% | $6,174-68.9% | $6,342-69.7% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |