Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,378 | $59,839-94.4% | $81,991-95.9% | $79,852-95.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,416 | $1,713-17.4% | $2,498-43.3% | $2,471-42.7% |
| Participant deferral / active EE | $2,360 | $2,695-12.4% | $3,722-36.6% | $3,740-36.9% |
| Admin fee / account holder | $2 | $4,287-100.0% | $5,665-100.0% | $5,306-100.0% |