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 | $3,298 | $84,696-96.1% | $75,702-95.6% | $167,497-98.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.8%-74.8pp | 82.1%-82.1pp |
| Annual return | 22.92% | 199.42%-176.5pp | 104.56%-81.6pp | 478.62%-455.7pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $3,822-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $5,356-100.0% | $3,619-100.0% | $12,310-100.0% |