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 | $10,638 | $99,032-89.3% | $80,022-86.7% | $135,380-92.1% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,155 | $3,043-62.1% | $2,468-53.2% | $4,779-75.8% |
| Participant deferral / active EE | $8,008 | $4,282+87.0% | $3,686+117.3% | $5,609+42.8% |
| Admin fee / account holder | $21 | $10,436-99.8% | $6,521-99.7% | $10,828-99.8% |