Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,876 | $118,877-90.9% | $96,570-88.7% | $167,536-93.5% |
| Participation rate | 88.2% | 75.5%+12.7pp | 69.8%+18.4pp | 82.1%+6.1pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $7,062 | $3,121+126.3% | $2,357+199.6% | $4,839+45.9% |
| Participant deferral / active EE | $2,484 | $4,617-46.2% | $3,849-35.5% | $6,342-60.8% |
| Admin fee / account holder | $45 | $8,069-99.4% | $6,182-99.3% | $12,315-99.6% |