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 | $17,226 | $64,729-73.4% | $112,263-84.7% | $68,490-74.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.95% | -11.40%-6.5pp | 27.49%-45.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $5,176 | $2,746+88.5% | $3,636+42.4% | $2,597+99.3% |
| Participant deferral / active EE | $2,745 | $3,566-23.0% | $4,729-42.0% | $4,028-31.9% |
| Admin fee / account holder | $65 | $5,222-98.8% | $6,410-99.0% | $5,403-98.8% |