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 | $10,917 | $78,694-86.1% | $67,653-83.9% | $125,388-91.3% |
| Participation rate | 77.8% | 78.8%-1.0pp | 75.7%+2.1pp | 83.2%-5.4pp |
| Annual return | -2.48% | 9.46%-11.9pp | 6625.22%-6627.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $512 | $3,044-83.2% | $2,266-77.4% | $4,866-89.5% |
| Participant deferral / active EE | $5,259 | $4,292+22.5% | $3,560+47.7% | $5,352-1.7% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |