Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $3,861 | $49,897-92.3% | $80,648-95.2% | $75,177-94.9% |
| Participation rate | 70.0% | 55.3%+14.7pp | 67.0%+3.0pp | 67.2%+2.8pp |
| Annual return | 0.00% | 34.68%-34.7pp | 937.21%-937.2pp | 160.75%-160.7pp |
| Employer contribution / active EE | $1,770 | $1,699+4.2% | $2,724-35.0% | $2,671-33.7% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $3,579-100.0% | $5,382-100.0% | $5,651-100.0% |