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 | $8,651 | $58,493-85.2% | $84,023-89.7% | $72,976-88.1% |
| Participation rate | 80.9% | 61.2%+19.6pp | 69.0%+11.8pp | 69.5%+11.4pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.02%-81.0pp |
| Employer contribution / active EE | $389 | $1,163-66.5% | $1,984-80.4% | $2,440-84.1% |
| Participant deferral / active EE | $1,713 | $2,394-28.4% | $3,239-47.1% | $3,608-52.5% |
| Admin fee / account holder | $174 | $4,569-96.2% | $6,102-97.1% | $5,124-96.6% |