Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $4,089 | $60,349-93.2% | $74,184-94.5% | $62,881-93.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,477 | $1,680-12.1% | $2,370-37.7% | $2,281-35.2% |
| Participant deferral / active EE | $2,490 | $2,856-12.8% | $3,550-29.9% | $3,203-22.3% |
| Admin fee / account holder | $21 | $4,261-99.5% | $5,586-99.6% | $4,296-99.5% |