Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,014 | $142,392-93.0% | $119,622-91.6% | $134,532-92.6% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -18.75% | -12.46%-6.3pp | -14.98%-3.8pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,884 | $5,224-63.9% | $4,232-55.5% | $4,741-60.3% |
| Participant deferral / active EE | $3,147 | $6,467-51.3% | $5,601-43.8% | $6,401-50.8% |
| Admin fee / account holder | $99 | $13,593-99.3% | $10,328-99.0% | $11,429-99.1% |