Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,872 | $167,362-93.5% | $143,799-92.4% | $134,532-91.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,225 | $5,620-78.2% | $4,952-75.3% | $4,741-74.2% |
| Participant deferral / active EE | $7,875 | $6,447+22.1% | $5,638+39.7% | $6,401+23.0% |
| Admin fee / account holder | $12 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |