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 | $12,951 | $183,516-92.9% | $155,534-91.7% | $145,884-91.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -1.01% | 61.43%-62.4pp | 64.92%-65.9pp | 551.85%-552.9pp |
| Employer contribution / active EE | $7,349 | $5,315+38.3% | $4,675+57.2% | $4,662+57.6% |
| Participant deferral / active EE | $2,556 | $6,467-60.5% | $5,630-54.6% | $6,690-61.8% |
| Admin fee / account holder | $60 | $19,293-99.7% | $15,900-99.6% | $13,392-99.5% |