Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,184 | $45,872-97.4% | $77,100-98.5% | $68,490-98.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 0.90% | 1.73%-0.8pp | 42.35%-41.5pp | -7.85%+8.8pp |
| Employer contribution / active EE | $289 | $1,650-82.5% | $2,815-89.7% | $2,597-88.9% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3 | $3,041-99.9% | $5,443-99.9% | $5,403-99.9% |