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 | $4,730 | $86,701-94.5% | $73,309-93.5% | $125,389-96.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.21% | 2.78%-5.0pp | 5.67%-7.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,423 | $4,152-65.7% | $3,237-56.0% | $4,866-70.8% |
| Participant deferral / active EE | $2,286 | $5,549-58.8% | $4,991-54.2% | $5,352-57.3% |
| Admin fee / account holder | $30 | $7,768-99.6% | $5,635-99.5% | $9,541-99.7% |