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 | $88,710-97.2% | $81,783-97.0% | $145,959-98.3% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 0.00% | 1027.26%-1027.3pp | 775.05%-775.1pp | 561.95%-561.9pp |
| Employer contribution / active EE | $407 | $3,083-86.8% | $2,913-86.0% | $4,661-91.3% |
| Participant deferral / active EE | $1,824 | $4,645-60.7% | $4,320-57.8% | $6,689-72.7% |
| Admin fee / account holder | $17 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |