Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,287 | $82,674-82.7% | $125,381-88.6% | $68,486-79.1% |
| Participation rate | 95.1% | 75.1%+20.1pp | 82.4%+12.7pp | 67.9%+27.2pp |
| Annual return | -14.45% | -5.97%-8.5pp | 572.31%-586.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,509 | $3,382-55.4% | $4,815-68.7% | $2,597-41.9% |
| Participant deferral / active EE | $5,748 | $6,111-5.9% | $7,448-22.8% | $4,028+42.7% |
| Admin fee / account holder | $147 | $6,277-97.7% | $10,007-98.5% | $5,404-97.3% |