Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,020 | $75,832-93.4% | $147,618-96.6% | $59,633-91.6% |
| Participation rate | 94.3% | 71.6%+22.7pp | 84.6%+9.7pp | 68.7%+25.6pp |
| Annual return | 2.39% | 0.37%+2.0pp | 61.98%-59.6pp | 2041.40%-2039.0pp |
| Employer contribution / active EE | $532 | $3,485-84.7% | $5,565-90.4% | $2,203-75.8% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $199 | $5,986-96.7% | $11,612-98.3% | $4,297-95.4% |