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 | $12,222 | $73,988-83.5% | $96,538-87.3% | $75,177-83.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 0.52% | 26.73%-26.2pp | 35.74%-35.2pp | 160.75%-160.2pp |
| Employer contribution / active EE | $5,175 | $2,930+76.6% | $3,740+38.4% | $2,671+93.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $23 | $5,220-99.6% | $6,737-99.7% | $5,651-99.6% |