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 | $8,190 | $58,908-86.1% | $82,744-90.1% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 72.6%-72.6pp | - |
| Annual return | 2.18% | -8.97%+11.1pp | 702.22%-700.0pp | - |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,008-100.0% | - |
| Participant deferral / active EE | $0 | $2,996-100.0% | $4,395-100.0% | - |
| Admin fee / account holder | $7 | $4,022-99.8% | $5,325-99.9% | - |