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 | $6,021 | $85,790-93.0% | $67,313-91.1% | $135,379-95.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.79%-519.8pp |
| Employer contribution / active EE | $3,811 | $3,487+9.3% | $2,566+48.5% | $4,779-20.3% |
| Participant deferral / active EE | $2,536 | $4,651-45.5% | $3,568-28.9% | $5,609-54.8% |
| Admin fee / account holder | $42 | $6,392-99.3% | $4,507-99.1% | $10,828-99.6% |