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 | $8,595 | $148,623-94.2% | $135,974-93.7% | $139,466-93.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,857 | $5,246-45.5% | $4,859-41.2% | $4,754-39.9% |
| Participant deferral / active EE | $4,064 | $8,103-49.8% | $7,760-47.6% | $6,712-39.4% |
| Admin fee / account holder | $5 | $12,406-100.0% | $10,767-99.9% | $11,409-100.0% |