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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,506 | $94,439-95.2% | $73,658-93.9% | $154,746-97.1% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 15.97% | 28.25%-12.3pp | 29.72%-13.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,258 | $1,257+79.6% | $1,032+118.7% | $4,379-48.4% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $29 | $3,843-99.2% | $3,357-99.1% | $14,365-99.8% |