Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,925 | $57,350-79.2% | $83,850-85.8% | $64,181-81.4% |
| Participation rate | 89.7% | 68.6%+21.1pp | 76.1%+13.6pp | 69.6%+20.2pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.92%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,383 | $2,545-6.4% | $3,631-34.4% | $2,381+0.1% |
| Participant deferral / active EE | $4,351 | $2,993+45.4% | $4,082+6.6% | $3,470+25.4% |
| Admin fee / account holder | $178 | $4,046-95.6% | $5,478-96.8% | $4,887-96.4% |