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 | $646,571 | $202,463+219.4% | $169,397+281.7% | $139,487+363.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -4.55% | 532.64%-537.2pp | 406.23%-410.8pp | 373.84%-378.4pp |
| Employer contribution / active EE | $13,354 | $4,694+184.5% | $4,013+232.8% | $4,755+180.9% |
| Participant deferral / active EE | $12,590 | $6,941+81.4% | $6,223+102.3% | $6,713+87.6% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |