Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,348 | $99,345-95.6% | $84,753-94.9% | $273,972-98.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,383 | $4,214-19.7% | $3,574-5.3% | $4,869-30.5% |
| Participant deferral / active EE | $1,139 | $4,270-73.3% | $3,712-69.3% | $5,287-78.5% |
| Admin fee / account holder | $204 | $6,645-96.9% | $5,333-96.2% | $10,133-98.0% |