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 | $4,144 | $118,467-96.5% | $98,450-95.8% | $139,456-97.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 18.95%-18.9pp | 21.16%-21.2pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,691 | $3,611-53.2% | $3,049-44.5% | $4,753-64.4% |
| Participant deferral / active EE | $2,539 | $5,393-52.9% | $4,739-46.4% | $6,711-62.2% |
| Admin fee / account holder | $2 | $14,057-100.0% | $8,961-100.0% | $11,407-100.0% |