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 | $5,788 | $82,678-93.0% | $125,391-95.4% | $68,490-91.5% |
| Participation rate | 97.6% | 75.1%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -4.83% | -5.97%+1.1pp | 572.41%-577.2pp | -7.85%+3.0pp |
| Employer contribution / active EE | $2,286 | $3,382-32.4% | $4,816-52.5% | $2,597-12.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $55 | $6,277-99.1% | $10,009-99.4% | $5,403-99.0% |