Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,650 | $77,817-91.5% | $123,553-94.6% | $64,173-89.6% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,844 | $3,014-38.8% | $4,628-60.2% | $2,381-22.6% |
| Participant deferral / active EE | $4,491 | $5,240-14.3% | $6,426-30.1% | $3,470+29.4% |
| Admin fee / account holder | $23 | $5,519-99.6% | $9,284-99.7% | $4,887-99.5% |