Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,670 | $167,353-94.8% | $143,797-94.0% | $134,545-93.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.07% | 0.48%-18.6pp | -0.04%-18.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $3,155 | $5,620-43.9% | $4,952-36.3% | $4,742-33.5% |
| Participant deferral / active EE | $8,012 | $6,447+24.3% | $5,638+42.1% | $6,401+25.2% |
| Admin fee / account holder | $7 | $18,096-100.0% | $14,679-100.0% | $11,431-99.9% |