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 | $28,788 | $110,083-73.8% | $151,645-81.0% | $68,490-58.0% |
| Participation rate | 70.4% | 84.0%-13.6pp | 87.5%-17.1pp | 67.9%+2.5pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,929 | $4,470-56.8% | $6,165-68.7% | $2,597-25.7% |
| Participant deferral / active EE | $3,458 | $6,526-47.0% | $8,363-58.7% | $4,028-14.2% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,614-100.0% | $5,403-100.0% |