Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $475,637 | $160,070+197.1% | $147,117+223.3% | $145,897+226.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.07% | 98.69%-80.6pp | 420.54%-402.5pp | 552.29%-534.2pp |
| Employer contribution / active EE | $349 | $5,285-93.4% | $4,932-92.9% | $4,663-92.5% |
| Participant deferral / active EE | $17,050 | $8,419+102.5% | $8,065+111.4% | $6,689+154.9% |
| Admin fee / account holder | $210 | $15,035-98.6% | $12,993-98.4% | $13,390-98.4% |