Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $5,469 | $75,832-92.8% | $147,617-96.3% | $59,633-90.8% |
| Participation rate | 92.9% | 71.6%+21.3pp | 84.6%+8.2pp | 68.7%+24.2pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,335 | $3,485-61.7% | $5,564-76.0% | $2,203-39.4% |
| Participant deferral / active EE | $1,314 | $3,131-58.0% | $4,895-73.2% | $3,192-58.8% |
| Admin fee / account holder | $25 | $5,986-99.6% | $11,612-99.8% | $4,297-99.4% |