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 | $86,120 | $360,335-76.1% | $245,396-64.9% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | - |
| Annual return | 0.88% | 25.06%-24.2pp | -752.26%+753.1pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $31,802-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $1,223-100.0% | - |