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 | $4,406 | $181,896-97.6% | $156,551-97.2% | $273,972-98.4% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,336 | $6,248-78.6% | $5,501-75.7% | $4,869-72.6% |
| Participant deferral / active EE | $4,294 | $5,550-22.6% | $4,871-11.8% | $5,287-18.8% |
| Admin fee / account holder | $71 | $15,560-99.5% | $13,028-99.5% | $10,133-99.3% |