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.
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 | $2,297 | $76,564-97.0% | $105,582-97.8% | $94,015-97.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 71.8%+28.2pp | 70.8%+29.2pp |
| Annual return | 15.29% | 20.69%-5.4pp | 18.61%-3.3pp | 17.84%-2.6pp |
| Employer contribution / active EE | $2,131 | $1,995+6.8% | $2,984-28.6% | $2,790-23.6% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $275 | $7,129-96.1% | $12,856-97.9% | $8,951-96.9% |