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 | $5,921 | $166,089-96.4% | $164,928-96.4% | $145,978-95.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 0.00% | 100.26%-100.3pp | 70.08%-70.1pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,490 | $5,276-71.8% | $4,343-65.7% | $4,662-68.0% |
| Participant deferral / active EE | $3,654 | $6,961-47.5% | $6,034-39.4% | $6,690-45.4% |
| Admin fee / account holder | $10 | $16,641-99.9% | $12,684-99.9% | $13,400-99.9% |