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 | $2,910 | $198,814-98.5% | $198,814-98.5% | $289,147-99.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 75.0%+25.0pp | 80.8%+19.2pp |
| Annual return | 0.00% | 15.34%-15.3pp | 12.03%-12.0pp | 12.61%-12.6pp |
| Employer contribution / active EE | $2,917 | $13,041-77.6% | $13,041-77.6% | $13,617-78.6% |
| Participant deferral / active EE | $287 | $5,545-94.8% | $5,545-94.8% | $5,372-94.7% |
| Admin fee / account holder | $27 | $10,102-99.7% | $10,102-99.7% | $23,026-99.9% |