Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,044 | $167,353-92.8% | $143,797-91.6% | $134,545-91.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -18.13% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,131 | $5,620-62.1% | $4,952-57.0% | $4,742-55.1% |
| Participant deferral / active EE | $4,136 | $6,447-35.9% | $5,638-26.6% | $6,401-35.4% |
| Admin fee / account holder | $49 | $18,096-99.7% | $14,679-99.7% | $11,431-99.6% |