Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,573 | $152,597-97.0% | $117,533-96.1% | $134,532-96.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.68% | 53.04%-70.7pp | 29.77%-47.4pp | 418.27%-435.9pp |
| Employer contribution / active EE | $994 | $5,576-82.2% | $4,179-76.2% | $4,741-79.0% |
| Participant deferral / active EE | $1,747 | $4,821-63.8% | $4,072-57.1% | $6,401-72.7% |
| Admin fee / account holder | $18 | $7,007-99.8% | $5,647-99.7% | $11,429-99.8% |