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 | $607,923 | $202,342+200.4% | $172,752+251.9% | $152,897+297.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.29% | 1029.83%-1002.5pp | 802.97%-775.7pp | 345.43%-318.1pp |
| Employer contribution / active EE | $48,667 | $5,858+730.8% | $5,144+846.1% | $4,764+921.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |