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 | $504,892 | $165,381+205.3% | $149,730+237.2% | $158,966+217.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.49% | 348.29%-344.8pp | 276.70%-273.2pp | 302.95%-299.5pp |
| Employer contribution / active EE | $37,500 | $5,104+634.7% | $4,645+707.3% | $4,762+687.4% |
| Participant deferral / active EE | $21,667 | $7,182+201.7% | $6,843+216.6% | $5,983+262.1% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |