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 | $403,805 | $138,114+192.4% | $125,391+222.0% | $134,545+200.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.97% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $20,808 | $5,246+296.7% | $4,816+332.1% | $4,742+338.9% |
| Participant deferral / active EE | $439 | $7,801-94.4% | $7,448-94.1% | $6,401-93.1% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |