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 | $2,694 | $96,643-97.2% | $86,617-96.9% | $139,456-98.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,187 | $3,264-63.6% | $3,023-60.7% | $4,753-75.0% |
| Participant deferral / active EE | $2,577 | $4,835-46.7% | $4,437-41.9% | $6,711-61.6% |
| Admin fee / account holder | $4 | $6,406-99.9% | $5,613-99.9% | $11,407-100.0% |