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 | $19,839 | $196,972-89.9% | $182,262-89.1% | $198,609-90.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.40% | 158.27%-140.9pp | 140.60%-123.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $3,122 | $5,364-41.8% | $5,046-38.1% | $5,055-38.2% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |