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 | $3,180 | $211,288-98.5% | $178,540-98.2% | $145,884-97.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.41% | 30.27%-22.9pp | 27.15%-19.7pp | 551.85%-544.4pp |
| Employer contribution / active EE | $1,118 | $4,574-75.6% | $3,953-71.7% | $4,662-76.0% |
| Participant deferral / active EE | $1,301 | $6,967-81.3% | $6,281-79.3% | $6,690-80.6% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |