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 | $31,681 | $196,972-83.9% | $182,262-82.6% | $198,609-84.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 0.00% | 158.27%-158.3pp | 140.60%-140.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $5,200 | $5,364-3.0% | $5,046+3.1% | $5,055+2.9% |
| Participant deferral / active EE | $25,500 | $8,643+195.0% | $8,276+208.1% | $6,977+265.5% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |