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 | $310,287 | $157,296+97.3% | $141,191+119.8% | $152,897+102.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.12% | 64.34%-36.2pp | 71.41%-43.3pp | 345.43%-317.3pp |
| Employer contribution / active EE | $15,250 | $5,262+189.8% | $4,736+222.0% | $4,764+220.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $32 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |