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 | $568,732 | $78,694+622.7% | $67,652+740.7% | $125,389+353.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.88% | 9.46%-15.3pp | 6625.40%-6631.3pp | 282.24%-288.1pp |
| Employer contribution / active EE | $2,273 | $3,044-25.3% | $2,266+0.3% | $4,866-53.3% |
| Participant deferral / active EE | $15,059 | $4,292+250.8% | $3,560+323.0% | $5,352+181.4% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |