Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $11,793 | $178,174-93.4% | $156,181-92.4% | $137,256-91.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 5.31% | 84.19%-78.9pp | 64.87%-59.6pp | 220.34%-215.0pp |
| Employer contribution / active EE | $2,627 | $4,972-47.2% | $4,294-38.8% | $4,156-36.8% |
| Participant deferral / active EE | $4,964 | $6,888-27.9% | $6,132-19.0% | $6,407-22.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |