Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,048 | $105,623-94.3% | $87,502-93.1% | $273,972-97.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,915 | $3,141-7.2% | $2,550+14.3% | $4,869-40.1% |
| Participant deferral / active EE | $3,716 | $3,601+3.2% | $3,149+18.0% | $5,287-29.7% |
| Admin fee / account holder | $46 | $4,781-99.0% | $4,221-98.9% | $10,133-99.5% |