Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,016 | $82,674-79.4% | $125,381-86.4% | $68,486-75.2% |
| Participation rate | 93.4% | 75.1%+18.4pp | 82.4%+11.1pp | 67.9%+25.5pp |
| Annual return | -17.73% | -5.97%-11.8pp | 572.31%-590.0pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,840 | $3,382-16.0% | $4,815-41.0% | $2,597+9.4% |
| Participant deferral / active EE | $6,179 | $6,111+1.1% | $7,448-17.0% | $4,028+53.4% |
| Admin fee / account holder | $227 | $6,277-96.4% | $10,007-97.7% | $5,404-95.8% |