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 | $16,097 | $167,362-90.4% | $143,799-88.8% | $134,532-88.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.02% | 0.47%-8.5pp | -0.04%-8.0pp | 418.27%-426.3pp |
| Employer contribution / active EE | $2,725 | $5,620-51.5% | $4,952-45.0% | $4,741-42.5% |
| Participant deferral / active EE | $8,870 | $6,447+37.6% | $5,638+57.3% | $6,401+38.6% |
| Admin fee / account holder | $122 | $18,094-99.3% | $14,677-99.2% | $11,429-98.9% |