Sign up free to preview peer percentile detail
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 | $835,386 | $169,356+393.3% | $129,406+545.6% | $145,897+472.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.97% | 14418.62%-14405.6pp | 9468.18%-9455.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $10,000 | $5,542+80.4% | $4,155+140.7% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $33 | $9,915-99.7% | $7,689-99.6% | $13,390-99.8% |