Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,073 | $124,346-94.3% | $111,306-93.6% | $167,553-95.8% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 0.00% | 37.46%-37.5pp | 54.67%-54.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,984 | $3,438-13.2% | $2,732+9.2% | $4,840-38.3% |
| Participant deferral / active EE | $4,491 | $5,182-13.3% | $4,488+0.1% | $6,343-29.2% |
| Admin fee / account holder | $2 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |