Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,344 | $72,177-94.0% | $115,038-96.2% | $59,633-92.7% |
| Participation rate | 84.4% | 72.6%+11.8pp | 81.4%+3.0pp | 68.7%+15.7pp |
| Annual return | 0.02% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $2,308 | $2,841-18.8% | $4,608-49.9% | $2,203+4.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |