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 | $6,229 | $84,685-92.6% | $73,836-91.6% | $125,389-95.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.25% | 3123.80%-3125.0pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $469 | $3,123-85.0% | $2,787-83.2% | $4,866-90.4% |
| Participant deferral / active EE | $963 | $3,993-75.9% | $3,583-73.1% | $5,352-82.0% |
| Admin fee / account holder | $287 | $5,694-95.0% | $4,882-94.1% | $9,541-97.0% |