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 | $3,614 | $73,863-95.1% | $143,797-97.5% | $68,490-94.7% |
| Participation rate | 72.1% | 66.7%+5.4pp | 80.3%-8.2pp | 67.9%+4.2pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $864 | $3,185-72.9% | $4,952-82.5% | $2,597-66.7% |
| Participant deferral / active EE | $1,855 | $3,385-45.2% | $5,638-67.1% | $4,028-53.9% |
| Admin fee / account holder | $24 | $5,756-99.6% | $14,679-99.8% | $5,403-99.6% |