Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,241 | $67,352-90.7% | $60,899-89.8% | $134,509-95.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.15% | 49.99%-63.1pp | 16.92%-30.1pp | 418.13%-431.3pp |
| Employer contribution / active EE | $921 | $3,098-70.3% | $2,702-65.9% | $4,741-80.6% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $96 | $4,585-97.9% | $3,225-97.0% | $11,427-99.2% |