Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,870 | $37,446-95.0% | $77,552-97.6% | $79,856-97.7% |
| Participation rate | 84.6% | 41.5%+43.1pp | 54.2%+30.4pp | 69.6%+15.0pp |
| Annual return | 0.00% | 39.76%-39.8pp | 54.82%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $432 | $637-32.2% | $987-56.2% | $2,471-82.5% |
| Participant deferral / active EE | $1,271 | $1,261+0.8% | $1,861-31.7% | $3,741-66.0% |
| Admin fee / account holder | $21 | $2,506-99.2% | $2,859-99.3% | $5,306-99.6% |