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 | $294,407 | $157,829+86.5% | $136,867+115.1% | $198,609+48.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 12.52% | 51.25%-38.7pp | 42.97%-30.5pp | 202.70%-190.2pp |
| Employer contribution / active EE | $3,750 | $3,923-4.4% | $3,547+5.7% | $5,055-25.8% |
| Participant deferral / active EE | -$150 | $5,463-102.7% | $4,924-103.0% | $6,977-102.1% |
| Admin fee / account holder | $20 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |