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 | $4,397 | $73,863-94.0% | $143,797-96.9% | $68,490-93.6% |
| Participation rate | 73.2% | 66.7%+6.5pp | 80.3%-7.1pp | 67.9%+5.3pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,001 | $3,185-68.6% | $4,952-79.8% | $2,597-61.4% |
| Participant deferral / active EE | $1,955 | $3,385-42.3% | $5,638-65.3% | $4,028-51.5% |
| Admin fee / account holder | $43 | $5,756-99.3% | $14,679-99.7% | $5,403-99.2% |