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 | $303,905 | $148,623+104.5% | $135,974+123.5% | $139,466+117.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.61% | 79.30%-69.7pp | 68.30%-58.7pp | 373.66%-364.1pp |
| Employer contribution / active EE | $52,232 | $5,246+895.6% | $4,859+975.0% | $4,754+998.7% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $97 | $12,406-99.2% | $10,767-99.1% | $11,409-99.2% |