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 | $311,814 | $51,202+509.0% | $70,548+342.0% | $75,181+314.8% |
| Participation rate | 73.1% | 61.0%+12.1pp | 68.3%+4.7pp | 67.2%+5.9pp |
| Annual return | 22.03% | 30.05%-8.0pp | 32.78%-10.7pp | 160.69%-138.7pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,494 | $2,850+268.3% | $4,567+129.8% | $4,126+154.3% |
| Admin fee / account holder | $0 | $4,094-100.0% | $6,424-100.0% | $5,650-100.0% |