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 | $11,489 | $135,639-91.5% | $110,241-89.6% | $135,382-91.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.74% | 513.21%-520.0pp | 314.75%-321.5pp | 519.77%-526.5pp |
| Employer contribution / active EE | $2,635 | $4,907-46.3% | $3,827-31.2% | $4,779-44.9% |
| Participant deferral / active EE | $2,395 | $5,507-56.5% | $4,672-48.7% | $5,609-57.3% |
| Admin fee / account holder | $182 | $11,457-98.4% | $8,548-97.9% | $10,829-98.3% |