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.
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 | $273,893 | $202,345+35.4% | $172,755+58.5% | $152,885+79.2% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.5%+2.5pp |
| Annual return | 23.35% | 1029.77%-1006.4pp | 802.94%-779.6pp | 345.39%-322.0pp |
| Employer contribution / active EE | $23,460 | $5,858+300.5% | $5,144+356.1% | $4,763+392.5% |
| Participant deferral / active EE | $300 | $5,948-95.0% | $5,198-94.2% | $5,851-94.9% |
| Admin fee / account holder | $24 | $17,111-99.9% | $13,955-99.8% | $11,598-99.8% |