Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,782 | $67,411-78.1% | $91,004-83.8% | $70,124-78.9% |
| Participation rate | 73.1% | 71.4%+1.7pp | 75.6%-2.5pp | 69.5%+3.5pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,181 | $2,823+260.7% | $3,548+187.0% | $3,332+205.6% |
| Admin fee / account holder | $196 | $4,236-95.4% | $5,417-96.4% | $4,645-95.8% |