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 | $1,493,215 | $196,972+658.1% | $182,262+719.3% | $198,609+651.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.27% | 158.27%-142.0pp | 140.60%-124.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $797 | $5,364-85.1% | $5,046-84.2% | $5,055-84.2% |
| Participant deferral / active EE | $18,600 | $8,643+115.2% | $8,276+124.7% | $6,977+166.6% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |