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 | $2,730 | $39,028-93.0% | $80,741-96.6% | $85,856-96.8% |
| Participation rate | 84.4% | 41.6%+42.9pp | 54.2%+30.3pp | 69.3%+15.1pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.58%-318.6pp |
| Employer contribution / active EE | $272 | $722-62.3% | $1,160-76.6% | $2,565-89.4% |
| Participant deferral / active EE | $414 | $1,326-68.8% | $2,145-80.7% | $3,952-89.5% |
| Admin fee / account holder | $8 | $2,429-99.7% | $3,380-99.8% | $6,261-99.9% |