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 | $17,492 | $167,362-89.5% | $143,799-87.8% | $134,532-87.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.39% | 0.47%-18.9pp | -0.04%-18.3pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,296 | $5,620-76.9% | $4,952-73.8% | $4,741-72.7% |
| Participant deferral / active EE | $2,929 | $6,447-54.6% | $5,638-48.1% | $6,401-54.2% |
| Admin fee / account holder | $168 | $18,094-99.1% | $14,677-98.9% | $11,429-98.5% |