Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,491 | $167,353-91.3% | $143,797-89.9% | $134,545-89.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.60% | 0.48%-16.1pp | -0.04%-15.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,880 | $5,620-48.8% | $4,952-41.8% | $4,742-39.3% |
| Participant deferral / active EE | $2,858 | $6,447-55.7% | $5,638-49.3% | $6,401-55.4% |
| Admin fee / account holder | $134 | $18,096-99.3% | $14,679-99.1% | $11,431-98.8% |