Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,116 | $64,719-89.0% | $112,249-93.7% | $68,486-89.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,749 | $2,747+0.1% | $3,636-24.4% | $2,597+5.9% |
| Participant deferral / active EE | $2,797 | $3,565-21.6% | $4,729-40.9% | $4,028-30.6% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |