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 | $160,070+110.6% | $147,117+129.1% | $145,897+131.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 5.90% | 98.69%-92.8pp | 420.54%-414.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $5,053 | $5,285-4.4% | $4,932+2.4% | $4,663+8.4% |
| Participant deferral / active EE | $13,071 | $8,419+55.3% | $8,065+62.1% | $6,689+95.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |