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 | $18,891 | $57,752-67.3% | $112,273-83.2% | $71,511-73.6% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.4%+27.6pp | 67.9%+32.1pp |
| Annual return | 0.00% | 18.25%-18.3pp | 30.23%-30.2pp | 28.86%-28.9pp |
| Employer contribution / active EE | $6,141 | $1,912+221.1% | $3,431+79.0% | $2,589+137.2% |
| Participant deferral / active EE | $0 | $2,860-100.0% | $4,800-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,586-100.0% | $7,752-100.0% | $1,588-100.0% |