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 | $2,362 | $57,065-95.9% | $75,670-96.9% | $70,131-96.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.57%-23.6pp | 27.34%-27.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $883 | $1,817-51.4% | $2,352-62.5% | $2,342-62.3% |
| Participant deferral / active EE | $1,479 | $2,580-42.7% | $3,142-52.9% | $3,332-55.6% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |