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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,395,169 | $209,422+566.2% | $178,503+681.6% | $158,982+777.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.60% | 188.81%-167.2pp | 151.12%-129.5pp | 302.99%-281.4pp |
| Employer contribution / active EE | $44,000 | $5,707+671.0% | $5,011+778.0% | $4,763+823.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $132 | $17,079-99.2% | $13,987-99.1% | $11,252-98.8% |