Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,955 | $157,276-88.6% | $141,177-87.3% | $152,885-88.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $3,141 | $5,262-40.3% | $4,736-33.7% | $4,763-34.1% |
| Participant deferral / active EE | $6,149 | $7,110-13.5% | $6,710-8.4% | $5,851+5.1% |
| Admin fee / account holder | $264 | $12,123-97.8% | $10,263-97.4% | $11,598-97.7% |