Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,552,569 | $452,427+243.2% | $452,427+243.2% | $430,769+260.4% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.9%+13.1pp | 90.6%+9.4pp |
| Annual return | 11.33% | 166.35%-155.0pp | 124.80%-113.5pp | 10.77%+0.6pp |
| Employer contribution / active EE | $40,000 | $26,315+52.0% | $24,835+61.1% | $26,022+53.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $5,751-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $36,930-100.0% | $36,930-100.0% | $18,309-100.0% |