Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,297,618 | $447,575+189.9% | $442,758+193.1% | $587,889+120.7% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.0%+15.0pp | 87.9%+12.1pp |
| Annual return | 4.96% | 60.52%-55.6pp | 57.90%-52.9pp | 19.70%-14.7pp |
| Employer contribution / active EE | $0 | $19,373-100.0% | $20,141-100.0% | $21,263-100.0% |
| Participant deferral / active EE | $19,500 | $16,986+14.8% | $16,285+19.7% | $8,361+133.2% |
| Admin fee / account holder | $0 | $9,225-100.0% | $9,773-100.0% | $49,457-100.0% |