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 | $170,045 | $468,422-63.7% | $468,422-63.7% | $330,599-48.6% |
| Participation rate | 100.0% | 51.6%+48.4pp | 30.5%+69.5pp | 43.7%+56.3pp |
| Annual return | 4.05% | 6.49%-2.4pp | 6.89%-2.8pp | 13.05%-9.0pp |
| Employer contribution / active EE | $83,333 | $48,281+72.6% | $43,868+90.0% | $37,664+121.3% |
| Participant deferral / active EE | $0 | $30-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,365-100.0% |