Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,187 | $82,674-82.8% | $125,363-88.7% | $68,495-79.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.94% | -5.97%-9.0pp | 572.15%-587.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,040 | $3,382+19.5% | $4,815-16.1% | $2,596+55.6% |
| Participant deferral / active EE | $4,315 | $6,111-29.4% | $7,447-42.1% | $4,028+7.1% |
| Admin fee / account holder | $269 | $6,276-95.7% | $10,005-97.3% | $5,403-95.0% |