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 | $568,690 | $167,504+239.5% | $151,628+275.1% | $134,509+322.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.54% | 7.81%-18.3pp | 3.34%-13.9pp | 418.13%-428.7pp |
| Employer contribution / active EE | $13,750 | $6,828+101.4% | $6,165+123.0% | $4,741+190.1% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $144 | $13,779-99.0% | $11,613-98.8% | $11,427-98.7% |