Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,013 | $66,681-92.5% | $96,192-94.8% | - |
| Participation rate | 100.0% | 47.6%+52.4pp | 68.4%+31.6pp | - |
| Annual return | 0.00% | 15.15%-15.1pp | 192.09%-192.1pp | - |
| Employer contribution / active EE | $5,013 | $1,289+288.8% | $2,799+79.1% | - |
| Participant deferral / active EE | $0 | $2,156-100.0% | $4,351-100.0% | - |
| Admin fee / account holder | $0 | $18,922-100.0% | $5,539-100.0% | - |