Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,279 | $84,518-89.0% | $67,704-86.3% | $125,389-92.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,352 | $3,292-58.9% | $2,559-47.2% | $4,866-72.2% |
| Participant deferral / active EE | $2,055 | $4,430-53.6% | $3,585-42.7% | $5,352-61.6% |
| Admin fee / account holder | $41 | $5,340-99.2% | $4,255-99.0% | $9,541-99.6% |