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 | $5,408 | $106,280-94.9% | $96,538-94.4% | $139,487-96.1% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 13.45% | 38.48%-25.0pp | 35.74%-22.3pp | 373.84%-360.4pp |
| Employer contribution / active EE | $2,276 | $4,107-44.6% | $3,740-39.2% | $4,755-52.1% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |