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 | $5,659 | $72,492-92.2% | $87,104-93.5% | $72,975-92.2% |
| Participation rate | 77.4% | 72.8%+4.6pp | 76.9%+0.5pp | 69.5%+7.9pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,395 | $1,894-26.3% | $2,521-44.7% | $2,440-42.8% |
| Participant deferral / active EE | $1,888 | $3,270-42.3% | $4,048-53.4% | $3,608-47.7% |
| Admin fee / account holder | $57 | $5,055-98.9% | $7,491-99.2% | $5,124-98.9% |