Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,684 | $50,947-77.1% | $74,549-84.3% | $64,173-81.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.55% | -1.85%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $6,742 | $1,115+504.4% | $1,961+243.8% | $2,381+183.2% |
| Participant deferral / active EE | $1,428 | $2,302-37.9% | $3,108-54.1% | $3,470-58.8% |
| Admin fee / account holder | $131 | $4,221-96.9% | $5,059-97.4% | $4,887-97.3% |