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 | $406,138 | $138,102+194.1% | $125,381+223.9% | $134,532+201.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.45% | 750.73%-765.2pp | 572.31%-586.8pp | 418.27%-432.7pp |
| Employer contribution / active EE | $723 | $5,245-86.2% | $4,815-85.0% | $4,741-84.8% |
| Participant deferral / active EE | $18,438 | $7,801+136.4% | $7,448+147.6% | $6,401+188.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |