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 | $3,917 | $116,203-96.6% | $93,621-95.8% | $152,897-97.4% |
| Participation rate | 95.7% | 78.1%+17.6pp | 75.8%+19.8pp | 82.5%+13.2pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,225 | $3,219-30.9% | $2,719-18.2% | $4,764-53.3% |
| Participant deferral / active EE | $2,035 | $4,605-55.8% | $4,070-50.0% | $5,851-65.2% |
| Admin fee / account holder | $73 | $10,751-99.3% | $7,890-99.1% | $11,599-99.4% |