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 | $7,855 | $103,392-92.4% | $87,104-91.0% | $152,897-94.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,223 | $3,221-62.0% | $2,521-51.5% | $4,764-74.3% |
| Participant deferral / active EE | $6,278 | $4,778+31.4% | $4,048+55.1% | $5,851+7.3% |
| Admin fee / account holder | $205 | $12,194-98.3% | $7,491-97.3% | $11,599-98.2% |