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 | $2,960 | $96,388-96.9% | $80,627-96.3% | $139,466-97.9% |
| Participation rate | 81.3% | 73.6%+7.6pp | 67.0%+14.2pp | 80.3%+0.9pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,128 | $3,260-65.4% | $2,723-58.6% | $4,754-76.3% |
| Participant deferral / active EE | $1,285 | $5,224-75.4% | $4,443-71.1% | $6,712-80.9% |
| Admin fee / account holder | $2 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |