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 | $2,491 | $88,815-97.2% | $81,882-97.0% | $145,897-98.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 0.00% | 1033.75%-1033.7pp | 779.47%-779.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $407 | $3,086-86.8% | $2,916-86.0% | $4,663-91.3% |
| Participant deferral / active EE | $1,824 | $4,647-60.7% | $4,323-57.8% | $6,689-72.7% |
| Admin fee / account holder | $17 | $8,434-99.8% | $7,360-99.8% | $13,390-99.9% |