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 | $2,293 | $45,438-95.0% | $80,004-97.1% | $59,633-96.2% |
| Participation rate | 75.6% | 63.7%+11.9pp | 73.0%+2.6pp | 68.7%+6.9pp |
| Annual return | 0.00% | 5.10%-5.1pp | 7.63%-7.6pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $868 | $1,236-29.8% | $2,473-64.9% | $2,203-60.6% |
| Participant deferral / active EE | $981 | $2,231-56.0% | $3,204-69.4% | $3,192-69.3% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |