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 | $6,384 | $183,516-96.5% | $155,534-95.9% | $145,884-95.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.98% | 61.43%-55.4pp | 64.92%-58.9pp | 551.85%-545.9pp |
| Employer contribution / active EE | $3,263 | $5,315-38.6% | $4,675-30.2% | $4,662-30.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |