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 | $4,097 | $115,917-96.5% | $100,535-95.9% | $158,982-97.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.99%-303.0pp |
| Employer contribution / active EE | $616 | $4,105-85.0% | $3,419-82.0% | $4,763-87.1% |
| Participant deferral / active EE | $2,828 | $6,677-57.6% | $6,271-54.9% | $5,983-52.7% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |