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 | $2,372 | $96,678-97.5% | $86,640-97.3% | $139,466-98.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 0.00% | 106.69%-106.7pp | 592.52%-592.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $550 | $3,265-83.2% | $3,024-81.8% | $4,754-88.4% |
| Participant deferral / active EE | $1,113 | $4,837-77.0% | $4,438-74.9% | $6,712-83.4% |
| Admin fee / account holder | $1 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |