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 | $388,643 | $157,304+147.1% | $141,197+175.2% | $152,909+154.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 47.34% | 64.34%-17.0pp | 71.41%-24.1pp | 345.46%-298.1pp |
| Employer contribution / active EE | $18,681 | $5,263+255.0% | $4,736+294.4% | $4,764+292.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |