Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $317,467 | $148,629+113.6% | $135,982+133.5% | $139,487+127.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.62% | 79.33%-53.7pp | 68.32%-42.7pp | 373.84%-348.2pp |
| Employer contribution / active EE | $605 | $5,247-88.5% | $4,859-87.6% | $4,755-87.3% |
| Participant deferral / active EE | $3,112 | $8,102-61.6% | $7,760-59.9% | $6,713-53.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |