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 | $10,075 | $105,866-90.5% | $90,766-88.9% | $134,545-92.5% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -10.35% | -10.99%+0.6pp | -12.16%+1.8pp | 418.37%-428.7pp |
| Employer contribution / active EE | $1,388 | $3,464-59.9% | $2,922-52.5% | $4,742-70.7% |
| Participant deferral / active EE | $3,212 | $5,217-38.4% | $4,565-29.6% | $6,401-49.8% |
| Admin fee / account holder | $45 | $13,938-99.7% | $8,446-99.5% | $11,431-99.6% |