Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,868 | $106,115-85.0% | $85,969-81.5% | $125,389-87.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -2.44% | 13.93%-16.4pp | 9.32%-11.8pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,974 | $4,537-56.5% | $3,474-43.2% | $4,866-59.4% |
| Participant deferral / active EE | $7,392 | $4,859+52.1% | $3,829+93.0% | $5,352+38.1% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |