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 | $8,026 | $45,152-82.2% | $73,836-89.1% | $59,633-86.5% |
| Participation rate | 75.0% | 64.0%+11.0pp | 73.4%+1.6pp | 68.7%+6.3pp |
| Annual return | -2.17% | 27.40%-29.6pp | 2268.06%-2270.2pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $570 | $1,901-70.0% | $2,787-79.6% | $2,203-74.1% |
| Participant deferral / active EE | $3,455 | $2,573+34.3% | $3,583-3.6% | $3,192+8.2% |
| Admin fee / account holder | $32 | $3,515-99.1% | $4,882-99.4% | $4,297-99.3% |