Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,135 | $142,409-88.7% | $119,634-86.5% | $134,545-88.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.09% | -12.46%+12.6pp | -14.98%+15.1pp | 418.37%-418.3pp |
| Employer contribution / active EE | $2,693 | $5,224-48.5% | $4,232-36.4% | $4,742-43.2% |
| Participant deferral / active EE | $10,250 | $6,468+58.5% | $5,601+83.0% | $6,401+60.1% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |