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 | $9,333 | $82,630-88.7% | $64,105-85.4% | $125,389-92.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.36% | 1489.72%-1491.1pp | 791.24%-792.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,038 | $2,671-23.7% | $1,820+12.0% | $4,866-58.1% |
| Participant deferral / active EE | $2,546 | $3,608-29.4% | $2,822-9.8% | $5,352-52.4% |
| Admin fee / account holder | $24 | $6,382-99.6% | $4,499-99.5% | $9,541-99.7% |