Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,929 | $223,823-98.7% | $211,142-98.6% | $154,746-98.1% |
| Participation rate | 76.5% | 87.9%-11.4pp | 87.3%-10.8pp | 80.7%-4.2pp |
| Annual return | 0.00% | 50.39%-50.4pp | 46.84%-46.8pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,457 | $9,750-74.8% | $9,284-73.5% | $6,730-63.5% |
| Admin fee / account holder | $66 | $19,707-99.7% | $19,076-99.7% | $14,365-99.5% |