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 | $7,525 | $73,863-89.8% | $143,797-94.8% | $68,490-89.0% |
| Participation rate | 97.0% | 66.7%+30.3pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $5,777 | $3,185+81.4% | $4,952+16.7% | $2,597+122.5% |
| Participant deferral / active EE | $1,971 | $3,385-41.8% | $5,638-65.0% | $4,028-51.1% |
| Admin fee / account holder | $40 | $5,756-99.3% | $14,679-99.7% | $5,403-99.3% |