Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,488 | $100,805-93.6% | $86,698-92.5% | $134,532-95.2% |
| Participation rate | 94.4% | 79.0%+15.5pp | 76.6%+17.9pp | 81.2%+13.2pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,427 | $3,490-30.5% | $2,837-14.5% | $4,741-48.8% |
| Participant deferral / active EE | $4,093 | $5,339-23.3% | $4,656-12.1% | $6,401-36.1% |
| Admin fee / account holder | $127 | $10,925-98.8% | $7,493-98.3% | $11,429-98.9% |