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 | $1,960 | $86,919-97.7% | $102,457-98.1% | $80,911-97.6% |
| Participation rate | 91.7% | 72.4%+19.3pp | 76.5%+15.2pp | 67.6%+24.0pp |
| Annual return | 0.00% | 18.90%-18.9pp | 29.41%-29.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $1,724 | $2,368-27.2% | $3,022-42.9% | $2,756-37.4% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9 | $8,049-99.9% | $9,451-99.9% | $6,935-99.9% |