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 | $3,738 | $150,412-97.5% | $120,574-96.9% | $145,884-97.4% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 0.00% | 154.50%-154.5pp | 107.42%-107.4pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,419 | $4,355-67.4% | $3,471-59.1% | $4,662-69.6% |
| Participant deferral / active EE | $1,419 | $6,175-77.0% | $4,996-71.6% | $6,690-78.8% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |