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 | $10,341 | $167,522-93.8% | $151,639-93.2% | $134,532-92.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $4,410 | $6,828-35.4% | $6,165-28.5% | $4,741-7.0% |
| Participant deferral / active EE | $6,775 | $8,986-24.6% | $8,363-19.0% | $6,401+5.8% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |