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 | $308,388 | $183,516+68.0% | $155,534+98.3% | $145,884+111.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.54% | 61.43%-37.9pp | 64.92%-41.4pp | 551.85%-528.3pp |
| Employer contribution / active EE | $1,746 | $5,315-67.1% | $4,675-62.6% | $4,662-62.5% |
| Participant deferral / active EE | $1,333 | $6,467-79.4% | $5,630-76.3% | $6,690-80.1% |
| Admin fee / account holder | $37 | $19,293-99.8% | $15,900-99.8% | $13,392-99.7% |