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 | $3,703 | $64,729-94.3% | $112,263-96.7% | $68,490-94.6% |
| Participation rate | 73.7% | 67.2%+6.5pp | 75.1%-1.4pp | 67.9%+5.8pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $810 | $2,746-70.5% | $3,636-77.7% | $2,597-68.8% |
| Participant deferral / active EE | $2,031 | $3,566-43.1% | $4,729-57.1% | $4,028-49.6% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |