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 | $5,085 | $133,998-96.2% | $112,263-95.5% | $134,545-96.2% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | 0.00% | 47.17%-47.2pp | 27.49%-27.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,900 | $4,040-53.0% | $3,636-47.8% | $4,742-59.9% |
| Participant deferral / active EE | $2,847 | $5,292-46.2% | $4,729-39.8% | $6,401-55.5% |
| Admin fee / account holder | $10 | $7,493-99.9% | $6,410-99.8% | $11,431-99.9% |