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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,063 | $181,062+102.2% | $158,223+131.4% | $155,188+135.9% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 14.74% | 57.39%-42.6pp | 52.09%-37.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $814 | $4,565-82.2% | $4,109-80.2% | $4,248-80.8% |
| Participant deferral / active EE | $2,737 | $6,134-55.4% | $5,467-49.9% | $6,531-58.1% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |