Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,475 | $153,311-95.8% | $109,313-94.1% | $273,972-97.6% |
| Participation rate | 95.8% | 80.1%+15.7pp | 71.3%+24.6pp | 83.0%+12.8pp |
| Annual return | 0.00% | 29.86%-29.9pp | 22.07%-22.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,657 | $5,619-52.7% | $3,892-31.7% | $4,869-45.4% |
| Participant deferral / active EE | $2,507 | $3,932-36.2% | $3,166-20.8% | $5,287-52.6% |
| Admin fee / account holder | $107 | $8,076-98.7% | $5,666-98.1% | $10,133-98.9% |