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 | $1,521 | $92,766-98.4% | $82,763-98.2% | $134,545-98.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $852 | $3,273-74.0% | $3,008-71.7% | $4,742-82.0% |
| Participant deferral / active EE | $1,586 | $4,802-67.0% | $4,395-63.9% | $6,401-75.2% |
| Admin fee / account holder | $266 | $5,978-95.5% | $5,325-95.0% | $11,431-97.7% |