Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,507 | $180,459-90.9% | $154,108-89.3% | $135,380-87.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.80% | 888.21%-895.0pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $1,460 | $6,035-75.8% | $5,298-72.4% | $4,779-69.4% |
| Participant deferral / active EE | $2,412 | $5,806-58.5% | $5,081-52.5% | $5,609-57.0% |
| Admin fee / account holder | $3 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |