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 | $383,084 | $88,702+331.9% | $81,780+368.4% | $145,978+162.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.04% | 1029.12%-1009.1pp | 776.27%-756.2pp | 550.52%-530.5pp |
| Employer contribution / active EE | $34,551 | $3,084+1020.2% | $2,914+1085.7% | $4,662+641.1% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14 | $8,414-99.8% | $7,384-99.8% | $13,400-99.9% |