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 | $2,091 | $156,927-98.7% | $121,169-98.3% | $139,456-98.5% |
| Participation rate | 70.0% | 76.4%-6.4pp | 69.5%+0.5pp | 80.3%-10.3pp |
| Annual return | 0.00% | 1475.85%-1475.8pp | 986.71%-986.7pp | 373.45%-373.4pp |
| Employer contribution / active EE | $656 | $5,542-88.2% | $4,168-84.3% | $4,753-86.2% |
| Participant deferral / active EE | $696 | $4,848-85.7% | $4,083-83.0% | $6,711-89.6% |
| Admin fee / account holder | $1 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |