Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,374 | $100,811-93.7% | $86,698-92.6% | $134,545-95.3% |
| Participation rate | 85.7% | 79.0%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | 0.00% | 29.11%-29.1pp | 35.96%-36.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,752 | $3,490-21.1% | $2,837-3.0% | $4,742-42.0% |
| Participant deferral / active EE | $2,752 | $5,339-48.5% | $4,656-40.9% | $6,401-57.0% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |