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 | $3,374 | $114,073-97.0% | $96,161-96.5% | $167,518-98.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 0.00% | 189.95%-189.9pp | 192.01%-192.0pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,461 | $3,428-57.4% | $2,798-47.8% | $4,838-69.8% |
| Participant deferral / active EE | $1,480 | $5,195-71.5% | $4,349-66.0% | $6,342-76.7% |
| Admin fee / account holder | $98 | $6,899-98.6% | $5,538-98.2% | $12,312-99.2% |