Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $2,477 | $53,546-95.4% | $69,890-96.5% | $68,490-96.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -12.13% | -13.87%+1.7pp | 190.84%-203.0pp | -7.85%-4.3pp |
| Employer contribution / active EE | $551 | $2,019-72.7% | $2,560-78.5% | $2,597-78.8% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $165 | $4,693-96.5% | $6,267-97.4% | $5,403-97.0% |