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 | $2,838 | $211,946-98.7% | $169,452-98.3% | $135,380-97.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $795 | $5,117-84.5% | $4,157-80.9% | $4,779-83.4% |
| Participant deferral / active EE | $2,280 | $6,075-62.5% | $5,277-56.8% | $5,609-59.4% |
| Admin fee / account holder | $2 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |