Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,143 | $96,691-96.7% | $86,656-96.4% | $139,487-97.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.87%-106.9pp | 593.09%-593.1pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,106 | $3,267-66.1% | $3,025-63.4% | $4,755-76.7% |
| Participant deferral / active EE | $2,251 | $4,838-53.5% | $4,439-49.3% | $6,713-66.5% |
| Admin fee / account holder | $5 | $6,414-99.9% | $5,619-99.9% | $11,407-100.0% |