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 | $303,626 | $103,393+193.7% | $87,103+248.6% | $152,909+98.6% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.9%+8.1pp | 82.5%+2.5pp |
| Annual return | 16.46% | 28.10%-11.6pp | 28.19%-11.7pp | 345.46%-329.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,166 | $4,778+112.7% | $4,049+151.1% | $5,851+73.7% |
| Admin fee / account holder | $286 | $12,195-97.7% | $7,491-96.2% | $11,601-97.5% |