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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,723 | $102,938+183.4% | $94,105+210.0% | $138,895+110.0% |
| Participation rate | 71.4% | 74.6%-3.2pp | 71.9%-0.5pp | 79.9%-8.5pp |
| Annual return | 17.54% | 250.28%-232.7pp | 204.55%-187.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,193 | $4,196-47.7% | $3,881-43.5% | $6,396-65.7% |
| Admin fee / account holder | $228 | $6,600-96.6% | $6,199-96.3% | $12,562-98.2% |