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 | $8,160 | $209,336-96.1% | $197,124-95.9% | $137,256-94.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 0.00% | 48.09%-48.1pp | 44.34%-44.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $5,226 | $6,591-20.7% | $6,227-16.1% | $4,156+25.7% |
| Participant deferral / active EE | $2,727 | $9,614-71.6% | $9,135-70.2% | $6,407-57.4% |
| Admin fee / account holder | $48 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |