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 | $23,062 | $135,645-83.0% | $110,243-79.1% | $135,380-83.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.26% | 513.24%-517.5pp | 314.76%-319.0pp | 519.81%-524.1pp |
| Employer contribution / active EE | $2,897 | $4,907-41.0% | $3,827-24.3% | $4,779-39.4% |
| Participant deferral / active EE | $11,407 | $5,507+107.1% | $4,672+144.1% | $5,609+103.4% |
| Admin fee / account holder | $169 | $11,458-98.5% | $8,548-98.0% | $10,828-98.4% |