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 | $415,250 | $150,412+176.1% | $120,574+244.4% | $145,884+184.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.27% | 154.50%-139.2pp | 107.42%-92.2pp | 551.85%-536.6pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,628 | $6,175+136.9% | $4,996+192.8% | $6,690+118.7% |
| Admin fee / account holder | $11 | $12,224-99.9% | $9,445-99.9% | $13,392-99.9% |