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 | $3,161 | $50,947-93.8% | $74,551-95.8% | $64,173-95.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,684 | $1,115+51.0% | $1,961-14.1% | $2,381-29.3% |
| Participant deferral / active EE | $1,799 | $2,302-21.8% | $3,108-42.1% | $3,470-48.1% |
| Admin fee / account holder | $25 | $4,221-99.4% | $5,059-99.5% | $4,887-99.5% |