Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,070 | $96,956-97.9% | $69,779-97.0% | $273,972-99.2% |
| Participation rate | 71.4% | 77.1%-5.6pp | 71.8%-0.4pp | 83.0%-11.6pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $408 | $3,316-87.7% | $2,338-82.5% | $4,869-91.6% |
| Participant deferral / active EE | $1,364 | $3,744-63.6% | $2,931-53.5% | $5,287-74.2% |
| Admin fee / account holder | $88 | $7,934-98.9% | $4,381-98.0% | $10,133-99.1% |