Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $293,113 | $96,965+202.3% | $97,995+199.1% | $147,586+98.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 15.06% | 24.11%-9.1pp | 23.94%-8.9pp | 578.59%-563.5pp |
| Employer contribution / active EE | $12,532 | $4,536+176.3% | $4,158+201.4% | $4,876+157.0% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |