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 | $8,487 | $110,083-92.3% | $151,639-94.4% | $68,486-87.6% |
| Participation rate | 77.9% | 84.0%-6.0pp | 87.5%-9.6pp | 67.9%+10.0pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,689 | $4,470-62.2% | $6,165-72.6% | $2,597-35.0% |
| Participant deferral / active EE | $3,391 | $6,526-48.0% | $8,363-59.5% | $4,028-15.8% |
| Admin fee / account holder | $100 | $7,718-98.7% | $11,613-99.1% | $5,404-98.1% |