Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $2,342,820 | $157,307+1389.3% | $141,200+1559.2% | $152,914+1432.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.65% | 64.34%-36.7pp | 71.41%-43.8pp | 345.48%-317.8pp |
| Employer contribution / active EE | $55,000 | $5,263+945.1% | $4,736+1061.2% | $4,764+1054.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,852-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |