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 | $4,624 | $163,687-97.2% | $108,745-95.7% | $273,972-98.3% |
| Participation rate | 0.0% | 82.3%-82.3pp | 77.7%-77.7pp | 83.0%-83.0pp |
| Annual return | 3.85% | 31.16%-27.3pp | 46.22%-42.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $7,155-100.0% | $5,121-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13 | $12,890-99.9% | $6,144-99.8% | $10,133-99.9% |