Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,541 | $167,353-90.7% | $143,797-89.2% | $134,545-88.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.01% | 0.48%-19.5pp | -0.04%-19.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $1,697 | $5,620-69.8% | $4,952-65.7% | $4,742-64.2% |
| Participant deferral / active EE | $6,568 | $6,447+1.9% | $5,638+16.5% | $6,401+2.6% |
| Admin fee / account holder | $140 | $18,096-99.2% | $14,679-99.0% | $11,431-98.8% |