Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,106 | $113,339-97.3% | $94,993-96.7% | $147,585-97.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.57%-578.6pp |
| Employer contribution / active EE | $2,667 | $3,160-15.6% | $2,603+2.4% | $4,876-45.3% |
| Participant deferral / active EE | $1,805 | $3,777-52.2% | $3,317-45.6% | $5,439-66.8% |
| Admin fee / account holder | $67 | $6,063-98.9% | $4,960-98.6% | $10,885-99.4% |