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 | $5,506 | $76,551-92.8% | $123,894-95.6% | $62,881-91.2% |
| Participation rate | 85.2% | 73.0%+12.2pp | 81.4%+3.8pp | 69.3%+15.9pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,569 | $2,882-45.6% | $4,617-66.0% | $2,281-31.2% |
| Participant deferral / active EE | $3,031 | $4,840-37.4% | $5,984-49.4% | $3,203-5.4% |
| Admin fee / account holder | $75 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |