Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,994 | $96,956-89.7% | $69,779-85.7% | $273,972-96.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,496 | $3,316+5.4% | $2,338+49.5% | $4,869-28.2% |
| Participant deferral / active EE | $8,617 | $3,744+130.2% | $2,931+194.0% | $5,287+63.0% |
| Admin fee / account holder | $68 | $7,934-99.1% | $4,381-98.5% | $10,133-99.3% |