Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,855 | $168,635-87.0% | $147,617-85.2% | $125,389-82.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.56% | 77.65%-81.2pp | 61.98%-65.5pp | 282.24%-285.8pp |
| Employer contribution / active EE | $4,388 | $6,252-29.8% | $5,564-21.1% | $4,866-9.8% |
| Participant deferral / active EE | $4,636 | $5,507-15.8% | $4,895-5.3% | $5,352-13.4% |
| Admin fee / account holder | $271 | $13,580-98.0% | $11,612-97.7% | $9,541-97.2% |