Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,297 | $167,353-89.1% | $143,797-87.3% | $134,545-86.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.40% | 0.48%-18.9pp | -0.04%-18.4pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,974 | $5,620-64.9% | $4,952-60.1% | $4,742-58.4% |
| Participant deferral / active EE | $2,867 | $6,447-55.5% | $5,638-49.1% | $6,401-55.2% |
| Admin fee / account holder | $142 | $18,096-99.2% | $14,679-99.0% | $11,431-98.8% |