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 | $15,686 | $82,630-81.0% | $64,105-75.5% | $125,389-87.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.14% | 1489.72%-1489.6pp | 791.24%-791.1pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,347 | $2,671-49.6% | $1,820-26.0% | $4,866-72.3% |
| Participant deferral / active EE | $1,568 | $3,608-56.5% | $2,822-44.4% | $5,352-70.7% |
| Admin fee / account holder | $11 | $6,382-99.8% | $4,499-99.8% | $9,541-99.9% |