Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $266,373 | $165,381+61.1% | $149,730+77.9% | $158,966+67.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 21.12% | 348.29%-327.2pp | 276.70%-255.6pp | 302.95%-281.8pp |
| Employer contribution / active EE | $875 | $5,104-82.9% | $4,645-81.2% | $4,762-81.6% |
| Participant deferral / active EE | $6,712 | $7,182-6.5% | $6,843-1.9% | $5,983+12.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |