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 | $4,184 | $110,801-96.2% | $86,868-95.2% | $167,518-97.5% |
| Participation rate | 0.0% | 75.8%-75.8pp | 71.6%-71.6pp | 82.1%-82.1pp |
| Annual return | 13.31% | 117.00%-103.7pp | 63.53%-50.2pp | 478.71%-465.4pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,829-100.0% | $12,312-100.0% |