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 | $307,504 | $105,145+192.5% | $94,664+224.8% | $139,466+120.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.23% | 38.09%-25.9pp | 156.84%-144.6pp | 373.66%-361.4pp |
| Employer contribution / active EE | $7,221 | $4,107+75.8% | $3,673+96.6% | $4,754+51.9% |
| Participant deferral / active EE | $6,263 | $7,599-17.6% | $7,417-15.6% | $6,712-6.7% |
| Admin fee / account holder | $50 | $8,972-99.4% | $7,222-99.3% | $11,409-99.6% |