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 | $20,170 | $201,264-90.0% | $184,185-89.0% | $145,978-86.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.94% | 29.00%-12.1pp | 28.81%-11.9pp | 550.52%-533.6pp |
| Employer contribution / active EE | $3,407 | $7,021-51.5% | $6,426-47.0% | $4,662-26.9% |
| Participant deferral / active EE | $11,500 | $9,806+17.3% | $9,132+25.9% | $6,690+71.9% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |