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 | $5,558 | $90,607-93.9% | $79,467-93.0% | $135,380-95.9% |
| Participation rate | 81.3% | 76.0%+5.2pp | 73.3%+7.9pp | 82.6%-1.4pp |
| Annual return | -6.03% | 977.74%-983.8pp | 718.30%-724.3pp | 519.81%-525.8pp |
| Employer contribution / active EE | $803 | $3,068-73.8% | $2,800-71.3% | $4,779-83.2% |
| Participant deferral / active EE | $1,636 | $4,050-59.6% | $3,704-55.8% | $5,609-70.8% |
| Admin fee / account holder | $76 | $5,895-98.7% | $5,104-98.5% | $10,828-99.3% |