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 | $3,794 | $96,508-96.1% | $75,901-95.0% | $152,897-97.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.5%-2.5pp |
| Annual return | 0.00% | 33.99%-34.0pp | 30.76%-30.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $591 | $3,310-82.1% | $2,501-76.4% | $4,764-87.6% |
| Participant deferral / active EE | $2,359 | $4,554-48.2% | $3,603-34.5% | $5,851-59.7% |
| Admin fee / account holder | $3 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |