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 | $1,630 | $111,787-98.5% | $93,681-98.3% | $145,978-98.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 0.00% | 203.52%-203.5pp | 133.47%-133.5pp | 550.52%-550.5pp |
| Employer contribution / active EE | $677 | $3,093-78.1% | $2,422-72.0% | $4,662-85.5% |
| Participant deferral / active EE | $770 | $4,918-84.3% | $4,415-82.6% | $6,690-88.5% |
| Admin fee / account holder | $5 | $10,256-100.0% | $8,290-99.9% | $13,400-100.0% |