Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,172 | $44,425-86.1% | $67,834-90.9% | $55,167-88.8% |
| Participation rate | 85.1% | 59.7%+25.4pp | 68.8%+16.4pp | 69.0%+16.2pp |
| Annual return | 0.00% | 17.80%-17.8pp | 138.47%-138.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,357 | $1,351+0.4% | $2,403-43.6% | $1,963-30.9% |
| Participant deferral / active EE | $2,368 | $2,166+9.4% | $3,160-25.0% | $3,054-22.5% |
| Admin fee / account holder | $209 | $530-60.6% | $4,622-95.5% | $504-58.5% |