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 | $18,653 | $180,028-89.6% | $138,135-86.5% | $158,966-88.3% |
| Participation rate | 73.3% | 82.2%-8.9pp | 78.7%-5.4pp | 82.0%-8.6pp |
| Annual return | 0.00% | 21.68%-21.7pp | 20.51%-20.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,186 | $7,470-70.7% | $5,587-60.9% | $4,762-54.1% |
| Participant deferral / active EE | $3,151 | $7,717-59.2% | $6,431-51.0% | $5,983-47.3% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,250-100.0% |