Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,688 | $124,314-95.4% | $109,163-94.8% | $167,518-96.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,536 | $4,209-39.7% | $3,723-31.9% | $4,838-47.6% |
| Participant deferral / active EE | $5,220 | $5,256-0.7% | $4,654+12.2% | $6,342-17.7% |
| Admin fee / account holder | $2 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |