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 | $7,288 | $106,557-93.2% | $91,227-92.0% | $134,545-94.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -9.36% | 160.81%-170.2pp | 114.14%-123.5pp | 418.37%-427.7pp |
| Employer contribution / active EE | $4,305 | $3,332+29.2% | $2,851+51.0% | $4,742-9.2% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $40 | $6,235-99.4% | $5,423-99.3% | $11,431-99.7% |