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 | $760,178 | $110,337+589.0% | $102,383+642.5% | $145,877+421.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.46% | 24.83%-9.4pp | 24.94%-9.5pp | 551.28%-535.8pp |
| Employer contribution / active EE | $7,628 | $4,216+80.9% | $3,870+97.1% | $4,663+63.6% |
| Participant deferral / active EE | $1,248 | $5,621-77.8% | $5,060-75.3% | $6,691-81.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |