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 | $5,970 | $71,215-91.6% | $93,696-93.6% | $80,935-92.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 0.25% | 11.27%-11.0pp | 133.74%-133.5pp | 35.66%-35.4pp |
| Employer contribution / active EE | $3,231 | $1,565+106.4% | $2,422+33.4% | $2,757+17.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,958-100.0% | $8,287-100.0% | $6,924-100.0% |