Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,208 | $72,404-74.9% | $110,243-83.5% | $64,173-71.6% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.0pp | 69.6%+8.2pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $11,342 | $2,282+397.1% | $3,827+196.4% | $2,381+376.4% |
| Participant deferral / active EE | $4,544 | $3,469+31.0% | $4,672-2.7% | $3,470+31.0% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |