Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,455 | $112,300-88.0% | $90,223-85.1% | $125,389-89.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -2.28% | -0.57%-1.7pp | 1.31%-3.6pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,117 | $5,181-59.1% | $4,378-51.7% | $4,866-56.5% |
| Participant deferral / active EE | $3,812 | $6,733-43.4% | $5,792-34.2% | $5,352-28.8% |
| Admin fee / account holder | $15 | $10,990-99.9% | $7,406-99.8% | $9,541-99.8% |