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 | $5,050 | $87,037-94.2% | $106,201-95.2% | $80,874-93.8% |
| Participation rate | 81.8% | 70.4%+11.4pp | 75.3%+6.5pp | 67.6%+14.2pp |
| Annual return | 0.00% | 17.05%-17.1pp | 116.26%-116.3pp | 35.62%-35.6pp |
| Employer contribution / active EE | $5,337 | $2,396+122.7% | $3,170+68.4% | $2,756+93.7% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1 | $8,434-100.0% | $11,039-100.0% | $6,935-100.0% |