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 | $8,768 | $53,936-83.7% | $68,368-87.2% | - |
| Participation rate | 0.0% | 60.3%-60.3pp | 73.8%-73.8pp | - |
| Annual return | 11.44% | 12.86%-1.4pp | 292.57%-281.1pp | - |
| Employer contribution / active EE | $0 | $2,803-100.0% | $2,649-100.0% | - |
| Participant deferral / active EE | $0 | $3,423-100.0% | $4,123-100.0% | - |
| Admin fee / account holder | $0 | $3,404-100.0% | $5,150-100.0% | - |