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 | $867,426 | $100,203+765.7% | $85,240+917.6% | $145,897+494.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.20% | 84.28%-77.1pp | 66.75%-59.6pp | 552.29%-545.1pp |
| Employer contribution / active EE | $960 | $3,242-70.4% | $2,735-64.9% | $4,663-79.4% |
| Participant deferral / active EE | $20,000 | $5,299+277.5% | $4,527+341.8% | $6,689+199.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |