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 | $3,165 | $66,764-95.3% | $88,497-96.4% | $62,881-95.0% |
| Participation rate | 84.8% | 77.3%+7.5pp | 82.4%+2.4pp | 69.3%+15.5pp |
| Annual return | 0.00% | 10.37%-10.4pp | 7.63%-7.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,660 | $3,077-46.0% | $4,036-58.9% | $2,281-27.2% |
| Participant deferral / active EE | $1,874 | $3,976-52.9% | $4,899-61.8% | $3,203-41.5% |
| Admin fee / account holder | $93 | $4,668-98.0% | $6,220-98.5% | $4,296-97.8% |