Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,513 | $127,273-97.2% | $109,895-96.8% | $167,518-97.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.2%+13.3pp | 82.1%+5.4pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.71%-478.7pp |
| Employer contribution / active EE | $517 | $3,324-84.4% | $2,843-81.8% | $4,838-89.3% |
| Participant deferral / active EE | $2,473 | $4,515-45.2% | $4,049-38.9% | $6,342-61.0% |
| Admin fee / account holder | $12 | $7,117-99.8% | $6,067-99.8% | $12,312-99.9% |