Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,443 | $167,353-95.0% | $143,797-94.1% | $134,545-93.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.56% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $2,938 | $5,620-47.7% | $4,952-40.7% | $4,742-38.0% |
| Participant deferral / active EE | $3,120 | $6,447-51.6% | $5,638-44.7% | $6,401-51.3% |
| Admin fee / account holder | $227 | $18,096-98.7% | $14,679-98.5% | $11,431-98.0% |