Sign up free to preview peer percentile detail
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 | $738,220 | $169,161+336.4% | $129,295+471.0% | $145,959+405.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.34% | 14348.07%-14326.7pp | 9429.28%-9407.9pp | 561.95%-540.6pp |
| Employer contribution / active EE | $34,500 | $5,543+522.4% | $4,157+729.9% | $4,661+640.2% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |