Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $438 | $263,825-99.8% | $73,588-99.4% | $263,825-99.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 73.1%+26.9pp | 78.8%+21.2pp |
| Annual return | -16.67% | 13.08%-29.7pp | 16.52%-33.2pp | 13.08%-29.7pp |
| Employer contribution / active EE | $200 | $11,436-98.3% | $7,604-97.4% | $11,436-98.3% |
| Participant deferral / active EE | $0 | $5,893-100.0% | $5,478-100.0% | $5,893-100.0% |
| Admin fee / account holder | $75 | $32,179-99.8% | $12,208-99.4% | $32,179-99.8% |