Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,863 | $100,805-85.3% | $86,698-82.9% | $134,532-89.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $991 | $3,490-71.6% | $2,837-65.1% | $4,741-79.1% |
| Participant deferral / active EE | $13,771 | $5,339+157.9% | $4,656+195.8% | $6,401+115.1% |
| Admin fee / account holder | $2 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |