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 | $12,850 | $107,809-88.1% | $90,657-85.8% | $135,379-90.5% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -9.14% | -0.90%-8.2pp | 1.89%-11.0pp | 519.79%-528.9pp |
| Employer contribution / active EE | $1,433 | $3,018-52.5% | $2,532-43.4% | $4,779-70.0% |
| Participant deferral / active EE | $3,832 | $3,872-1.0% | $3,424+11.9% | $5,609-31.7% |
| Admin fee / account holder | $114 | $5,931-98.1% | $4,994-97.7% | $10,828-98.9% |