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 | $3,154,335 | $105,623+2886.4% | $87,502+3504.9% | $273,972+1051.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 38.33% | 12.26%+26.1pp | 12.21%+26.1pp | 41.46%-3.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,500 | $3,601+25.0% | $3,149+42.9% | $5,287-14.9% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |