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 | $7,868 | $65,130-87.9% | $81,882-90.4% | - |
| Participation rate | 0.0% | 64.1%-64.1pp | 72.4%-72.4pp | - |
| Annual return | 15.07% | 13.17%+1.9pp | 779.47%-764.4pp | - |
| Employer contribution / active EE | $0 | $3,054-100.0% | $2,916-100.0% | - |
| Participant deferral / active EE | $0 | $3,258-100.0% | $4,323-100.0% | - |
| Admin fee / account holder | $0 | $2,232-100.0% | $7,360-100.0% | - |