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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $457,753 | $234,077+95.6% | $189,821+141.1% | $428,746+6.8% |
| Participation rate | 100.0% | 89.5%+10.5pp | 86.3%+13.7pp | 88.2%+11.8pp |
| Annual return | 1.89% | 11789.58%-11787.7pp | 10415.09%-10413.2pp | 331.92%-330.0pp |
| Employer contribution / active EE | $18,956 | $4,638+308.7% | $4,181+353.4% | $8,363+126.7% |
| Participant deferral / active EE | $0 | $5,002-100.0% | $4,116-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $9,365-100.0% | $8,718-100.0% | $31,735-100.0% |