Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,274 | $32,117-89.8% | $71,086-95.4% | $64,173-94.9% |
| Participation rate | 96.2% | 42.7%+53.5pp | 54.7%+41.6pp | 69.6%+26.6pp |
| Annual return | 0.00% | -5.57%+5.6pp | 650.59%-650.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,726 | $712+142.4% | $1,088+58.7% | $2,381-27.5% |
| Participant deferral / active EE | $2,616 | $1,263+107.1% | $1,874+39.6% | $3,470-24.6% |
| Admin fee / account holder | $66 | $2,759-97.6% | $3,082-97.9% | $4,887-98.6% |