Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,703 | $48,078-81.9% | $78,676-88.9% | $62,881-86.2% |
| Participation rate | 86.3% | 65.2%+21.1pp | 73.6%+12.7pp | 69.3%+17.0pp |
| Annual return | 0.00% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,232 | $2,015+10.8% | $2,850-21.7% | $2,281-2.1% |
| Participant deferral / active EE | $3,039 | $2,587+17.5% | $3,517-13.6% | $3,203-5.1% |
| Admin fee / account holder | $11 | $3,206-99.7% | $4,510-99.8% | $4,296-99.8% |