Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,655 | $138,114-93.7% | $125,391-93.1% | $134,545-93.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.44% | 750.88%-771.3pp | 572.41%-592.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $1,953 | $5,246-62.8% | $4,816-59.4% | $4,742-58.8% |
| Participant deferral / active EE | $5,083 | $7,801-34.8% | $7,448-31.8% | $6,401-20.6% |
| Admin fee / account holder | $226 | $11,570-98.0% | $10,009-97.7% | $11,431-98.0% |