Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,991 | $152,394-98.7% | $124,067-98.4% | $155,188-98.7% |
| Participation rate | 0.0% | 68.8%-68.8pp | 66.9%-66.9pp | 80.8%-80.8pp |
| Annual return | 17.79% | 34.93%-17.1pp | 31.06%-13.3pp | 148.84%-131.1pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,166-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $3,463-100.0% | $6,531-100.0% |
| Admin fee / account holder | $40 | $6,949-99.4% | $7,351-99.5% | $14,480-99.7% |