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 | $7,762 | $142,426-94.6% | $115,167-93.3% | $152,909-94.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,852 | $4,011-53.8% | $3,179-41.7% | $4,764-61.1% |
| Participant deferral / active EE | $2,189 | $5,165-57.6% | $4,169-47.5% | $5,851-62.6% |
| Admin fee / account holder | $17 | $8,464-99.8% | $7,089-99.8% | $11,601-99.9% |