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 | $88,624-99.5% | $3,193-86.3% | $88,624-99.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 62.5%+37.5pp | 75.4%+24.6pp |
| Annual return | -16.67% | 20.98%-37.6pp | 50.00%-66.7pp | 20.98%-37.6pp |
| Employer contribution / active EE | $200 | $10,539-98.1% | $265-24.5% | $10,539-98.1% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $636-100.0% | $4,086-100.0% |
| Admin fee / account holder | $75 | $970-92.3% | $210-64.3% | $970-92.3% |