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 | $7,059 | $474,542-98.5% | $134,649-94.8% | $474,542-98.5% |
| Participation rate | 0.0% | 87.2%-87.2pp | 92.9%-92.9pp | 87.2%-87.2pp |
| Annual return | 7.70% | 7.51%+0.2pp | 15.18%-7.5pp | 7.51%+0.2pp |
| Employer contribution / active EE | $0 | $27,752-100.0% | $11,255-100.0% | $27,752-100.0% |
| Participant deferral / active EE | $0 | $6,403-100.0% | $4,521-100.0% | $6,403-100.0% |
| Admin fee / account holder | $0 | $6,133-100.0% | $84-100.0% | $6,133-100.0% |