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 | $10,185 | $127,096-92.0% | $105,736-90.4% | $135,380-92.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $5,223 | $4,107+27.2% | $3,268+59.8% | $4,779+9.3% |
| Participant deferral / active EE | $5,783 | $5,064+14.2% | $4,080+41.7% | $5,609+3.1% |
| Admin fee / account holder | $70 | $9,087-99.2% | $6,913-99.0% | $10,828-99.3% |