Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,256 | $95,915-91.4% | $79,580-89.6% | $134,532-93.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -18.78% | -2.71%-16.1pp | 0.15%-18.9pp | 418.27%-437.0pp |
| Employer contribution / active EE | $744 | $3,129-76.2% | $2,413-69.2% | $4,741-84.3% |
| Participant deferral / active EE | $1,499 | $4,693-68.1% | $3,985-62.4% | $6,401-76.6% |
| Admin fee / account holder | $31 | $9,132-99.7% | $6,835-99.5% | $11,429-99.7% |