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 | $2,649 | $106,864-97.5% | $147,318-98.2% | $82,637-96.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 0.00% | 27.49%-27.5pp | 70.43%-70.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $1,745 | $3,417-48.9% | $4,593-62.0% | $2,552-31.6% |
| Participant deferral / active EE | $1,106 | $6,496-83.0% | $7,906-86.0% | $4,126-73.2% |
| Admin fee / account holder | $27 | $8,415-99.7% | $13,708-99.8% | $7,339-99.6% |