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 | $4,470 | $111,814-96.0% | $103,378-95.7% | $145,978-96.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 24.80%-24.8pp | 24.91%-24.9pp | 550.52%-550.5pp |
| Employer contribution / active EE | $2,196 | $4,215-47.9% | $3,870-43.3% | $4,662-52.9% |
| Participant deferral / active EE | $2,196 | $5,618-60.9% | $5,058-56.6% | $6,690-67.2% |
| Admin fee / account holder | $42 | $9,764-99.6% | $8,401-99.5% | $13,400-99.7% |