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 | $492 | $25,979-98.1% | $71,755-99.3% | $68,486-99.3% |
| Participation rate | 79.2% | 54.5%+24.7pp | 62.3%+16.9pp | 67.9%+11.4pp |
| Annual return | 0.00% | -15.10%+15.1pp | 9.09%-9.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $212 | $900-76.5% | $1,704-87.6% | $2,597-91.8% |
| Participant deferral / active EE | $342 | $1,522-77.5% | $2,656-87.1% | $4,028-91.5% |
| Admin fee / account holder | $1 | $2,022-100.0% | $3,972-100.0% | $5,404-100.0% |