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 | $338,914 | $217,432+55.9% | $185,851+82.4% | $167,553+102.3% |
| Participation rate | 92.9% | 86.1%+6.8pp | 81.7%+11.1pp | 82.1%+10.7pp |
| Annual return | 17.30% | 148.43%-131.1pp | 122.11%-104.8pp | 478.89%-461.6pp |
| Employer contribution / active EE | $816 | $5,874-86.1% | $5,168-84.2% | $4,840-83.1% |
| Participant deferral / active EE | $6,120 | $6,357-3.7% | $5,569+9.9% | $6,343-3.5% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |