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 | $14,179 | $114,237-87.6% | $119,258-88.1% | $167,536-91.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 29.87%-29.9pp | 30.69%-30.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $8,743 | $4,481+95.1% | $4,384+99.4% | $4,839+80.7% |
| Participant deferral / active EE | $2,618 | $6,084-57.0% | $6,111-57.2% | $6,342-58.7% |
| Admin fee / account holder | $153 | $8,932-98.3% | $7,226-97.9% | $12,315-98.8% |