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 | $7,549 | $90,448-91.7% | $93,786-92.0% | $134,545-94.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -15.71%+15.7pp | -11.32%+11.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $3,750 | $4,349-13.8% | $4,328-13.3% | $4,742-20.9% |
| Participant deferral / active EE | $3,750 | $5,983-37.3% | $6,100-38.5% | $6,401-41.4% |
| Admin fee / account holder | $2 | $9,232-100.0% | $7,184-100.0% | $11,431-100.0% |