Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,167 | $90,448-89.9% | $93,786-90.2% | $134,545-93.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -11.60% | -15.71%+4.1pp | -11.32%-0.3pp | 418.37%-430.0pp |
| Employer contribution / active EE | $6,240 | $4,349+43.5% | $4,328+44.2% | $4,742+31.6% |
| Participant deferral / active EE | $0 | $5,983-100.0% | $6,100-100.0% | $6,401-100.0% |
| Admin fee / account holder | $176 | $9,232-98.1% | $7,184-97.6% | $11,431-98.5% |