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 | $4,130 | $141,001-97.1% | $112,228-96.3% | $139,487-97.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 32.75%-32.8pp | 30.23%-30.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $4,094 | $4,285-4.5% | $3,432+19.3% | $4,755-13.9% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $9 | $9,959-99.9% | $7,752-99.9% | $11,407-99.9% |