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 | $7,770 | $86,701-91.0% | $73,309-89.4% | $125,389-93.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,434 | $4,152-41.4% | $3,237-24.8% | $4,866-50.0% |
| Participant deferral / active EE | $3,812 | $5,549-31.3% | $4,991-23.6% | $5,352-28.8% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |