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 | $3,524 | $100,792-96.5% | $86,691-95.9% | $134,509-97.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.08%-29.1pp | 35.94%-35.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,451 | $3,491-29.8% | $2,837-13.6% | $4,741-48.3% |
| Participant deferral / active EE | $3,458 | $5,339-35.2% | $4,656-25.7% | $6,400-46.0% |
| Admin fee / account holder | $4 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |