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 | $1,069 | $60,813-98.2% | - | $134,532-99.2% |
| Participation rate | 75.0% | 67.1%+7.9pp | - | 81.2%-6.2pp |
| Annual return | 0.00% | -10.69%+10.7pp | - | 418.27%-418.3pp |
| Employer contribution / active EE | $473 | $2,735-82.7% | - | $4,741-90.0% |
| Participant deferral / active EE | $473 | $4,132-88.5% | - | $6,401-92.6% |
| Admin fee / account holder | $3 | $4,065-99.9% | - | $11,429-100.0% |