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 | $7,101 | $127,096-94.4% | $105,736-93.3% | $135,380-94.8% |
| Participation rate | 71.4% | 82.7%-11.3pp | 76.3%-4.9pp | 82.6%-11.2pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,199 | $4,107-46.5% | $3,268-32.7% | $4,779-54.0% |
| Participant deferral / active EE | $3,271 | $5,064-35.4% | $4,080-19.8% | $5,609-41.7% |
| Admin fee / account holder | $61 | $9,087-99.3% | $6,913-99.1% | $10,828-99.4% |