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 | $7,732 | $152,597-94.9% | $117,533-93.4% | $134,532-94.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.89% | 53.04%-72.9pp | 29.77%-49.7pp | 418.27%-438.2pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $617 | $4,821-87.2% | $4,072-84.8% | $6,401-90.4% |
| Admin fee / account holder | $13 | $7,007-99.8% | $5,647-99.8% | $11,429-99.9% |