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 | $8,432 | $87,546-90.4% | $75,784-88.9% | $125,389-93.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.13% | 13.49%-13.4pp | 9.68%-9.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $3,225 | $3,930-17.9% | $3,323-3.0% | $4,866-33.7% |
| Participant deferral / active EE | $3,134 | $4,230-25.9% | $3,652-14.2% | $5,352-41.4% |
| Admin fee / account holder | $42 | $6,503-99.4% | $5,300-99.2% | $9,541-99.6% |