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 | $7,372 | $185,883-96.0% | $170,043-95.7% | $139,466-94.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $2,370 | $7,596-68.8% | $6,790-65.1% | $4,754-50.1% |
| Participant deferral / active EE | $5,000 | $11,626-57.0% | $10,410-52.0% | $6,712-25.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |