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 | $13,731 | $82,630-83.4% | $64,105-78.6% | $125,388-89.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.17% | 1489.72%-1490.9pp | 791.24%-792.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $3,894 | $2,671+45.8% | $1,820+114.0% | $4,866-20.0% |
| Participant deferral / active EE | $2,978 | $3,608-17.5% | $2,822+5.6% | $5,352-44.3% |
| Admin fee / account holder | $152 | $6,382-97.6% | $4,499-96.6% | $9,541-98.4% |