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 | $10,962 | $87,016-87.4% | $63,244-82.7% | $125,388-91.3% |
| Participation rate | 71.4% | 77.1%-5.6pp | 71.0%+0.4pp | 83.2%-11.8pp |
| Annual return | -1.39% | 21.71%-23.1pp | -70.31%+68.9pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,729 | $3,601-24.2% | $2,322+17.5% | $4,866-43.9% |
| Participant deferral / active EE | $5,559 | $3,939+41.1% | $2,953+88.2% | $5,352+3.9% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |