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 | $76,407-97.5% | $150,298-98.7% | $82,448-97.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 0.00% | 39.99%-40.0pp | 62.79%-62.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $576 | $2,614-78.0% | $4,154-86.1% | $2,551-77.4% |
| Participant deferral / active EE | $1,198 | $3,214-62.7% | $5,453-78.0% | $4,139-71.1% |
| Admin fee / account holder | $16 | $6,352-99.7% | $14,116-99.9% | $7,234-99.8% |