Sign up free to preview peer percentile detail
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 | $3,745 | $65,434-94.3% | $98,483-96.2% | $85,847-95.6% |
| Participation rate | 82.9% | 65.0%+17.8pp | 73.3%+9.5pp | 69.3%+13.5pp |
| Annual return | 0.00% | 21.75%-21.8pp | 1494.38%-1494.4pp | 318.61%-318.6pp |
| Employer contribution / active EE | $3,103 | $2,169+43.1% | $2,961+4.8% | $2,565+20.9% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |