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 | $2,420 | $97,125-97.5% | $86,233-97.2% | $137,256-98.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 41.29% | 74.19%-32.9pp | 61.39%-20.1pp | 220.34%-179.0pp |
| Employer contribution / active EE | $839 | $2,841-70.5% | $2,504-66.5% | $4,156-79.8% |
| Participant deferral / active EE | $839 | $5,180-83.8% | $4,559-81.6% | $6,407-86.9% |
| Admin fee / account holder | $51 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |