Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $496,205 | $244,357+103.1% | $210,245+136.0% | $382,429+29.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 81.8%+18.2pp | 87.7%+12.3pp |
| Annual return | 13.25% | -7.05%+20.3pp | -5.56%+18.8pp | 248.85%-235.6pp |
| Employer contribution / active EE | $37,500 | $6,439+482.4% | $5,917+533.8% | $8,036+366.7% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,757-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $11,489-100.0% | $13,533-100.0% | $30,732-100.0% |