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 | $6,146 | $95,979-93.6% | $74,551-91.8% | $135,380-95.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.38% | 56.97%-63.3pp | 32.53%-38.9pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,389 | $2,716-48.9% | $1,961-29.2% | $4,779-70.9% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $138 | $6,522-97.9% | $5,059-97.3% | $10,828-98.7% |