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 | $268,414 | $185,883+44.4% | $170,043+57.9% | $139,466+92.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 11.29% | 60.54%-49.2pp | 53.40%-42.1pp | 373.66%-362.4pp |
| Employer contribution / active EE | $1,268 | $7,596-83.3% | $6,790-81.3% | $4,754-73.3% |
| Participant deferral / active EE | $11,250 | $11,626-3.2% | $10,410+8.1% | $6,712+67.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |