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 | $8,209 | $95,917-91.4% | $79,583-89.7% | $134,545-93.9% |
| Participation rate | 95.7% | 75.0%+20.6pp | 69.5%+26.2pp | 81.2%+14.4pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $4,464 | $3,129+42.7% | $2,414+84.9% | $4,742-5.9% |
| Participant deferral / active EE | $3,776 | $4,694-19.6% | $3,986-5.3% | $6,401-41.0% |
| Admin fee / account holder | $33 | $9,132-99.6% | $6,835-99.5% | $11,431-99.7% |