Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,456 | $81,870-94.6% | $119,608-96.3% | $68,495-93.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,255 | $2,692-16.2% | $4,232-46.7% | $2,596-13.1% |
| Participant deferral / active EE | $3,623 | $4,148-12.7% | $5,601-35.3% | $4,028-10.0% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,326-100.0% | $5,403-100.0% |