Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,494 | $62,583-94.4% | $76,767-95.4% | $64,173-94.6% |
| Participation rate | 77.1% | 72.8%+4.3pp | 77.0%+0.2pp | 69.6%+7.6pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,481 | $1,832-19.1% | $2,485-40.4% | $2,381-37.8% |
| Participant deferral / active EE | $1,599 | $3,145-49.2% | $3,852-58.5% | $3,470-53.9% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |