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 | $2,947 | $166,131-98.2% | $164,975-98.2% | $145,877-98.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.37%-100.4pp | 70.12%-70.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $1,337 | $5,276-74.7% | $4,343-69.2% | $4,663-71.3% |
| Participant deferral / active EE | $1,730 | $6,962-75.2% | $6,033-71.3% | $6,691-74.1% |
| Admin fee / account holder | $150 | $16,648-99.1% | $12,688-98.8% | $13,402-98.9% |