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 | $14,689 | $242,977-94.0% | $182,262-91.9% | - |
| Participation rate | 0.0% | 81.7%-81.7pp | 84.2%-84.2pp | - |
| Annual return | -1.39% | 3.03%-4.4pp | 140.60%-142.0pp | - |
| Employer contribution / active EE | $0 | $5,222-100.0% | $5,046-100.0% | - |
| Participant deferral / active EE | $0 | $7,528-100.0% | $8,276-100.0% | - |
| Admin fee / account holder | $209 | $19,036-98.9% | $16,712-98.7% | - |