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 | $12,367 | $160,070-92.3% | $147,117-91.6% | $145,897-91.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.74% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,413 | $5,285-73.3% | $4,932-71.4% | $4,663-69.7% |
| Participant deferral / active EE | $1,413 | $8,419-83.2% | $8,065-82.5% | $6,689-78.9% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |