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 | $6,146 | $59,813-89.7% | $79,580-92.3% | $68,486-91.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -2.75% | -12.30%+9.6pp | 0.15%-2.9pp | -7.85%+5.1pp |
| Employer contribution / active EE | $1,648 | $1,505+9.5% | $2,413-31.7% | $2,597-36.5% |
| Participant deferral / active EE | $2,742 | $3,024-9.4% | $3,985-31.2% | $4,028-31.9% |
| Admin fee / account holder | $190 | $4,835-96.1% | $6,835-97.2% | $5,404-96.5% |