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 | $884 | $21,389-95.9% | - | $68,486-98.7% |
| Participation rate | 100.0% | 40.8%+59.2pp | - | 67.9%+32.1pp |
| Annual return | 0.00% | -15.84%+15.8pp | - | -7.85%+7.9pp |
| Employer contribution / active EE | $898 | $1,123-20.1% | - | $2,597-65.4% |
| Participant deferral / active EE | $0 | $1,547-100.0% | - | $4,028-100.0% |
| Admin fee / account holder | $0 | $2,251-100.0% | - | $5,404-100.0% |