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 | $59,355 | $457,257-87.0% | $460,228-87.1% | $405,731-85.4% |
| Participation rate | 100.0% | 95.3%+4.7pp | 95.1%+4.9pp | 91.9%+8.1pp |
| Annual return | 0.34% | -3.33%+3.7pp | -2.98%+3.3pp | 4.30%-4.0pp |
| Employer contribution / active EE | $0 | $29,788-100.0% | $29,339-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $0 | $3,623-100.0% | $3,580-100.0% | $5,788-100.0% |
| Admin fee / account holder | $14 | $3,869-99.6% | $4,523-99.7% | $12,997-99.9% |