Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,355 | $77,816-94.4% | $123,552-96.5% | $64,173-93.2% |
| Participation rate | 71.0% | 74.7%-3.7pp | 82.3%-11.3pp | 69.6%+1.4pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,097 | $3,014-63.6% | $4,628-76.3% | $2,381-53.9% |
| Participant deferral / active EE | $2,350 | $5,240-55.2% | $6,426-63.4% | $3,470-32.3% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |