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 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 | $1,404,698 | $821,658+71.0% | $740,967+89.6% | $382,429+267.3% |
| Participation rate | 100.0% | 93.5%+6.5pp | 93.1%+6.9pp | 87.7%+12.3pp |
| Annual return | 25.79% | 11.77%+14.0pp | 11.85%+13.9pp | 248.85%-223.1pp |
| Employer contribution / active EE | $56,388 | $11,052+410.2% | $10,506+436.7% | $8,036+601.7% |
| Participant deferral / active EE | $0 | $6,303-100.0% | $6,284-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $85,347-100.0% | $75,689-100.0% | $30,732-100.0% |