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 | $17,413 | $152,460-88.6% | $118,746-85.3% | $147,586-88.2% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.3%-3.3pp | 82.8%-7.8pp |
| Annual return | 0.00% | 17.41%-17.4pp | 24.54%-24.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,973 | $5,046-60.9% | $4,193-52.9% | $4,876-59.5% |
| Participant deferral / active EE | $3,319 | $6,212-46.6% | $5,332-37.8% | $5,439-39.0% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |