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 | $11,382 | $75,959-85.0% | $154,114-92.6% | $64,181-82.3% |
| Participation rate | 95.3% | 70.4%+24.9pp | 83.0%+12.3pp | 69.6%+25.8pp |
| Annual return | -2.43% | 30.32%-32.7pp | 735.16%-737.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,091 | $3,350-67.4% | $5,298-79.4% | $2,381-54.2% |
| Participant deferral / active EE | $2,598 | $3,175-18.2% | $5,081-48.9% | $3,470-25.1% |
| Admin fee / account holder | $25 | $5,589-99.6% | $13,411-99.8% | $4,887-99.5% |