Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,273 | $25,723-71.7% | $69,182-89.5% | $55,167-86.8% |
| Participation rate | 96.0% | 39.4%+56.6pp | 55.1%+40.9pp | 69.0%+27.0pp |
| Annual return | 0.00% | 9.56%-9.6pp | -21.93%+21.9pp | 169.23%-169.2pp |
| Employer contribution / active EE | $4,233 | $480+781.0% | $1,206+250.9% | $1,963+115.7% |
| Participant deferral / active EE | $0 | $963-100.0% | $1,897-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $365-99.9% | $2,697-100.0% | $504-99.9% |