Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,142 | $69,977-95.5% | $108,582-97.1% | $62,881-95.0% |
| Participation rate | 98.2% | 72.9%+25.3pp | 79.6%+18.6pp | 69.3%+28.9pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,505 | $2,135-29.5% | $3,758-60.0% | $2,281-34.0% |
| Participant deferral / active EE | $1,477 | $3,165-53.3% | $4,311-65.7% | $3,203-53.9% |
| Admin fee / account holder | $34 | $5,076-99.3% | $7,645-99.6% | $4,296-99.2% |