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 | $5,809 | $148,629-96.1% | $135,982-95.7% | $139,487-95.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,756 | $5,247-66.5% | $4,859-63.9% | $4,755-63.1% |
| Participant deferral / active EE | $5,652 | $8,102-30.2% | $7,760-27.2% | $6,713-15.8% |
| Admin fee / account holder | $167 | $12,406-98.7% | $10,767-98.4% | $11,407-98.5% |