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 | $15,400 | $142,392-89.2% | $119,622-87.1% | $134,532-88.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.01% | -12.46%-7.5pp | -14.98%-5.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $2,151 | $5,224-58.8% | $4,232-49.2% | $4,741-54.6% |
| Participant deferral / active EE | $3,328 | $6,467-48.5% | $5,601-40.6% | $6,401-48.0% |
| Admin fee / account holder | $11 | $13,593-99.9% | $10,328-99.9% | $11,429-99.9% |