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 | $17,549 | $82,674-78.8% | $125,381-86.0% | $68,486-74.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -5.29% | -5.97%+0.7pp | 572.31%-577.6pp | -7.85%+2.6pp |
| Employer contribution / active EE | $2,892 | $3,382-14.5% | $4,815-39.9% | $2,597+11.4% |
| Participant deferral / active EE | $11,280 | $6,111+84.6% | $7,448+51.5% | $4,028+180.1% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |