Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,062 | $59,819-93.2% | $79,583-94.9% | $68,490-94.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,319 | $1,505-12.4% | $2,414-45.4% | $2,597-49.2% |
| Participant deferral / active EE | $2,811 | $3,025-7.1% | $3,986-29.5% | $4,028-30.2% |
| Admin fee / account holder | $7 | $4,835-99.8% | $6,835-99.9% | $5,403-99.9% |