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 | $4,475 | $156,398-97.1% | $147,318-97.0% | $138,895-96.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 79.64% | 78.75%+0.9pp | 70.43%+9.2pp | 145.39%-65.8pp |
| Employer contribution / active EE | $1,648 | $4,853-66.0% | $4,593-64.1% | $4,194-60.7% |
| Participant deferral / active EE | $1,912 | $8,237-76.8% | $7,906-75.8% | $6,396-70.1% |
| Admin fee / account holder | $59 | $14,976-99.6% | $13,708-99.6% | $12,562-99.5% |