Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,685 | $107,809-94.7% | $90,657-93.7% | $135,379-95.8% |
| Participation rate | 77.8% | 78.0%-0.3pp | 74.0%+3.8pp | 82.6%-4.9pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.79%-519.8pp |
| Employer contribution / active EE | $997 | $3,018-66.9% | $2,532-60.6% | $4,779-79.1% |
| Participant deferral / active EE | $1,732 | $3,872-55.3% | $3,424-49.4% | $5,609-69.1% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |