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.
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 | $750,387 | $160,040+368.9% | $147,096+410.1% | $145,877+414.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.09% | 98.49%-89.4pp | 419.75%-410.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $24,306 | $5,289+359.5% | $4,936+392.4% | $4,663+421.3% |
| Participant deferral / active EE | $15,844 | $8,429+88.0% | $8,071+96.3% | $6,691+136.8% |
| Admin fee / account holder | $13 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |