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 | $268,343 | $181,062+48.2% | $158,223+69.6% | $155,188+72.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 79.2%-1.4pp | 80.8%-3.0pp |
| Annual return | 17.04% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $448 | $4,565-90.2% | $4,109-89.1% | $4,248-89.5% |
| Participant deferral / active EE | $3,760 | $6,134-38.7% | $5,467-31.2% | $6,531-42.4% |
| Admin fee / account holder | $17 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |