Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,934 | $129,959-94.7% | $104,301-93.4% | $134,532-94.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.27%-418.3pp |
| Employer contribution / active EE | $774 | $4,185-81.5% | $3,373-77.0% | $4,741-83.7% |
| Participant deferral / active EE | $6,047 | $5,589+8.2% | $4,626+30.7% | $6,401-5.5% |
| Admin fee / account holder | $4 | $9,325-100.0% | $7,340-99.9% | $11,429-100.0% |