Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,677 | $167,352-94.8% | $143,788-94.0% | $134,509-93.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.78% | 0.47%-16.3pp | -0.03%-15.8pp | 418.13%-433.9pp |
| Employer contribution / active EE | $1,522 | $5,620-72.9% | $4,952-69.3% | $4,741-67.9% |
| Participant deferral / active EE | $2,591 | $6,447-59.8% | $5,638-54.0% | $6,400-59.5% |
| Admin fee / account holder | $34 | $18,091-99.8% | $14,675-99.8% | $11,427-99.7% |