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 | $349,638 | $197,637+76.9% | $177,848+96.6% | $158,982+119.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 55.70% | 58.77%-3.1pp | 48.33%+7.4pp | 302.99%-247.3pp |
| Employer contribution / active EE | $4,459 | $6,698-33.4% | $5,919-24.7% | $4,763-6.4% |
| Participant deferral / active EE | $994 | $8,405-88.2% | $7,714-87.1% | $5,983-83.4% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |