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 | $12,066 | $100,811-88.0% | $86,698-86.1% | $134,545-91.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.16% | 29.11%-44.3pp | 35.96%-51.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,053 | $5,339-61.6% | $4,656-55.9% | $6,401-67.9% |
| Admin fee / account holder | $60 | $10,926-99.5% | $7,492-99.2% | $11,431-99.5% |