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 | $14,923 | $81,446-81.7% | $103,374-85.6% | $80,874-81.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 3.23% | 25.57%-22.3pp | 24.89%-21.7pp | 35.62%-32.4pp |
| Employer contribution / active EE | $8,133 | $3,107+161.8% | $3,869+110.2% | $2,756+195.1% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $45 | $6,715-99.3% | $8,394-99.5% | $6,935-99.4% |