Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $463,502 | $138,114+235.6% | $125,391+269.6% | $134,545+244.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.21% | 750.88%-769.1pp | 572.41%-590.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $37,500 | $5,246+614.8% | $4,816+678.7% | $4,742+690.9% |
| Participant deferral / active EE | $500 | $7,801-93.6% | $7,448-93.3% | $6,401-92.2% |
| Admin fee / account holder | $35 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |