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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,703,652 | $2,703,6520% | $2,703,6520% | $287,034+841.9% |
| Participation rate | 100.0% | 20.0%+80.0pp | 7.7%+92.3pp | 55.9%+44.1pp |
| Annual return | 18.67% | 4.23%+14.4pp | 7.26%+11.4pp | 24.44%-5.8pp |
| Employer contribution / active EE | $0 | $53,056-100.0% | $34,949-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $22,013-100.0% | - | $22,013-100.0% |