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 | $4,567 | $64,719-92.9% | $112,249-95.9% | $68,486-93.3% |
| Participation rate | 76.9% | 67.2%+9.8pp | 75.1%+1.9pp | 67.9%+9.0pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,729 | $2,747-37.1% | $3,636-52.4% | $2,597-33.4% |
| Participant deferral / active EE | $3,893 | $3,565+9.2% | $4,729-17.7% | $4,028-3.3% |
| Admin fee / account holder | $10 | $5,232-99.8% | $6,412-99.8% | $5,404-99.8% |