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 | $12,010 | $81,504-85.3% | $102,437-88.3% | $80,959-85.2% |
| Participation rate | 98.1% | 66.9%+31.3pp | 74.5%+23.6pp | 67.7%+30.4pp |
| Annual return | 2.85% | 25.60%-22.7pp | 24.95%-22.1pp | 35.67%-32.8pp |
| Employer contribution / active EE | $7,547 | $3,104+143.2% | $3,871+95.0% | $2,757+173.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |