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 | $2,248 | $101,752-97.8% | $164,928-98.6% | $80,911-97.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 0.00% | 16.73%-16.7pp | 70.08%-70.1pp | 35.63%-35.6pp |
| Employer contribution / active EE | $2,248 | $2,953-23.9% | $4,343-48.2% | $2,756-18.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,218-100.0% | $12,684-100.0% | $6,935-100.0% |