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 | $6,201 | $88,596-93.0% | $70,098-91.2% | $134,509-95.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.76%-190.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,099 | $3,235-66.0% | $2,560-57.1% | $4,741-76.8% |
| Participant deferral / active EE | $5,489 | $4,772+15.0% | $3,849+42.6% | $6,400-14.2% |
| Admin fee / account holder | $1 | $10,441-100.0% | $6,266-100.0% | $11,427-100.0% |