Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,097 | $72,273-73.6% | $101,275-81.1% | $79,856-76.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,017 | $2,691-25.0% | $3,660-44.9% | $2,471-18.4% |
| Participant deferral / active EE | $5,453 | $3,282+66.2% | $4,371+24.8% | $3,741+45.8% |
| Admin fee / account holder | $79 | $4,401-98.2% | $5,948-98.7% | $5,306-98.5% |