Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,685 | $54,355-89.5% | $82,744-93.1% | $68,486-91.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.05% | -13.67%-4.4pp | 702.22%-720.3pp | -7.85%-10.2pp |
| Employer contribution / active EE | $2,847 | $2,219+28.3% | $3,008-5.4% | $2,597+9.6% |
| Participant deferral / active EE | $2,553 | $3,246-21.4% | $4,395-41.9% | $4,028-36.6% |
| Admin fee / account holder | $142 | $4,397-96.8% | $5,325-97.3% | $5,404-97.4% |