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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $365 | $30,615-98.8% | $74,722-99.5% | - |
| Participation rate | 0.0% | 43.6%-43.6pp | 54.5%-54.5pp | - |
| Annual return | 0.00% | 14.02%-14.0pp | 753.11%-753.1pp | - |
| Employer contribution / active EE | $0 | $1,331-100.0% | $1,084-100.0% | - |
| Participant deferral / active EE | $0 | $1,056-100.0% | $1,963-100.0% | - |
| Admin fee / account holder | $0 | $2,499-100.0% | $3,335-100.0% | - |