Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,991 | $100,805-86.1% | $86,698-83.9% | $134,532-89.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.33% | 29.09%-46.4pp | 35.95%-53.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,759 | $3,490-49.6% | $2,837-38.0% | $4,741-62.9% |
| Participant deferral / active EE | $6,878 | $5,339+28.8% | $4,656+47.7% | $6,401+7.4% |
| Admin fee / account holder | $145 | $10,925-98.7% | $7,493-98.1% | $11,429-98.7% |