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 | $8,555 | $159,934-94.7% | $147,005-94.2% | $145,959-94.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.12% | 98.24%-88.1pp | 418.76%-408.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $4,051 | $5,287-23.4% | $4,934-17.9% | $4,661-13.1% |
| Participant deferral / active EE | $1,790 | $8,427-78.8% | $8,070-77.8% | $6,689-73.2% |
| Admin fee / account holder | $18 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |