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 | $1,880 | $78,690-97.6% | $161,489-98.8% | $87,485-97.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 0.00% | 32.74%-32.7pp | 89.72%-89.7pp | 26.06%-26.1pp |
| Employer contribution / active EE | $576 | $2,588-77.8% | $4,268-86.5% | $2,596-77.8% |
| Participant deferral / active EE | $1,198 | $3,311-63.8% | $5,630-78.7% | $4,274-72.0% |
| Admin fee / account holder | $16 | $6,724-99.8% | $16,006-99.9% | $7,775-99.8% |