Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,947 | $167,352-97.6% | $143,788-97.3% | $134,509-97.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,376 | $5,620-75.5% | $4,952-72.2% | $4,741-71.0% |
| Participant deferral / active EE | $2,328 | $6,447-63.9% | $5,638-58.7% | $6,400-63.6% |
| Admin fee / account holder | $121 | $18,091-99.3% | $14,675-99.2% | $11,427-98.9% |