Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $337,049 | $159,934+110.7% | $147,005+129.3% | $145,959+130.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 5.90% | 98.24%-92.3pp | 418.76%-412.9pp | 561.95%-556.0pp |
| Employer contribution / active EE | $5,053 | $5,287-4.4% | $4,934+2.4% | $4,661+8.4% |
| Participant deferral / active EE | $13,071 | $8,427+55.1% | $8,070+62.0% | $6,689+95.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |