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 | $7,198 | $107,809-93.3% | $90,657-92.1% | $135,380-94.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $761 | $3,018-74.8% | $2,532-69.9% | $4,779-84.1% |
| Participant deferral / active EE | $6,426 | $3,872+66.0% | $3,424+87.7% | $5,609+14.6% |
| Admin fee / account holder | $10 | $5,931-99.8% | $4,994-99.8% | $10,828-99.9% |