Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,909 | $105,623-92.5% | $87,502-91.0% | $273,972-97.1% |
| Participation rate | 80.0% | 78.2%+1.8pp | 73.8%+6.2pp | 83.0%-3.0pp |
| Annual return | 0.00% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $744 | $3,141-76.3% | $2,550-70.8% | $4,869-84.7% |
| Participant deferral / active EE | $5,504 | $3,601+52.8% | $3,149+74.8% | $5,287+4.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |