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 | $17,581 | $157,276-88.8% | $141,177-87.5% | $152,885-88.5% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.5%+13.4pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,026 | $5,262-61.5% | $4,736-57.2% | $4,763-57.5% |
| Participant deferral / active EE | $4,112 | $7,110-42.2% | $6,710-38.7% | $5,851-29.7% |
| Admin fee / account holder | $57 | $12,123-99.5% | $10,263-99.4% | $11,598-99.5% |