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 | $6,000 | $183,627-96.7% | $155,602-96.1% | $145,978-95.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 61.32%-61.3pp | 64.81%-64.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,112 | $5,316-79.1% | $4,675-76.2% | $4,662-76.1% |
| Participant deferral / active EE | $4,986 | $6,466-22.9% | $5,629-11.4% | $6,690-25.5% |
| Admin fee / account holder | $1 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |