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 | $3,925 | $228,352-98.3% | $185,835-97.9% | $158,966-97.5% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.0%+10.8pp | 82.0%+6.9pp |
| Annual return | 0.00% | 40.81%-40.8pp | 35.96%-36.0pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,199 | $4,967-75.9% | $4,087-70.7% | $4,762-74.8% |
| Participant deferral / active EE | $2,131 | $6,416-66.8% | $5,633-62.2% | $5,983-64.4% |
| Admin fee / account holder | $13 | $11,867-99.9% | $9,502-99.9% | $11,250-99.9% |