Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,814 | $76,401-91.1% | $106,387-93.6% | $64,181-89.4% |
| Participation rate | 73.1% | 73.5%-0.5pp | 77.5%-4.4pp | 69.6%+3.5pp |
| Annual return | 0.00% | -2.19%+2.2pp | 0.25%-0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,873 | $2,680-30.1% | $3,520-46.8% | $2,381-21.3% |
| Participant deferral / active EE | $4,374 | $4,274+2.4% | $5,421-19.3% | $3,470+26.1% |
| Admin fee / account holder | $48 | $4,610-99.0% | $7,510-99.4% | $4,887-99.0% |