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 | $12,516 | $167,362-92.5% | $143,799-91.3% | $134,532-90.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -16.25% | 0.47%-16.7pp | -0.04%-16.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $1,949 | $5,620-65.3% | $4,952-60.6% | $4,741-58.9% |
| Participant deferral / active EE | $4,074 | $6,447-36.8% | $5,638-27.7% | $6,401-36.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |