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.
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 | $252,266 | $165,399+52.5% | $149,745+68.5% | $158,982+58.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.55% | 348.34%-321.8pp | 276.72%-250.2pp | 302.99%-276.4pp |
| Employer contribution / active EE | $5,633 | $5,105+10.3% | $4,646+21.2% | $4,763+18.3% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $131 | $10,811-98.8% | $9,312-98.6% | $11,252-98.8% |