Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,079 | $138,114-91.3% | $125,391-90.4% | $134,545-91.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.73% | 750.88%-769.6pp | 572.41%-591.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,361 | $5,246-55.0% | $4,816-51.0% | $4,742-50.2% |
| Participant deferral / active EE | $6,253 | $7,801-19.8% | $7,448-16.0% | $6,401-2.3% |
| Admin fee / account holder | $28 | $11,570-99.8% | $10,009-99.7% | $11,431-99.8% |