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 | $13,288 | $152,612-91.3% | $125,192-89.4% | $152,897-91.3% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $3,855 | $4,947-22.1% | $3,866-0.3% | $4,764-19.1% |
| Participant deferral / active EE | $5,963 | $5,868+1.6% | $4,937+20.8% | $5,851+1.9% |
| Admin fee / account holder | $57 | $13,437-99.6% | $9,704-99.4% | $11,599-99.5% |