Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,186 | $45,872-93.1% | $77,100-95.9% | $68,490-95.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -8.18% | 1.73%-9.9pp | 42.35%-50.5pp | -7.85%-0.3pp |
| Employer contribution / active EE | $1,805 | $1,650+9.4% | $2,815-35.9% | $2,597-30.5% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15 | $3,041-99.5% | $5,443-99.7% | $5,403-99.7% |