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 | $10,642 | $84,685-87.4% | $73,836-85.6% | $125,389-91.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.60% | 3123.80%-3126.4pp | 2268.06%-2270.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,618 | $3,123-48.2% | $2,787-42.0% | $4,866-66.7% |
| Participant deferral / active EE | $1,547 | $3,993-61.2% | $3,583-56.8% | $5,352-71.1% |
| Admin fee / account holder | $271 | $5,694-95.2% | $4,882-94.4% | $9,541-97.2% |