Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,754 | $98,760-95.2% | $149,715-96.8% | $79,858-94.0% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.5%+5.3pp | 69.6%+18.2pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.66%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,439 | $3,217-55.3% | $4,645-69.0% | $2,471-41.8% |
| Participant deferral / active EE | $2,495 | $5,681-56.1% | $6,842-63.5% | $3,740-33.3% |
| Admin fee / account holder | $115 | $6,053-98.1% | $9,310-98.8% | $5,306-97.8% |