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 | $9,281 | $64,311-85.6% | $57,356-83.8% | $125,389-92.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.89% | 25.14%-27.0pp | 24.41%-26.3pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,050 | $3,193-35.8% | $2,689-23.8% | $4,866-57.9% |
| Participant deferral / active EE | $2,415 | $3,846-37.2% | $3,162-23.6% | $5,352-54.9% |
| Admin fee / account holder | $21 | $5,243-99.6% | $3,357-99.4% | $9,541-99.8% |