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 | $933,112 | $176,120+429.8% | $159,487+485.1% | $167,553+456.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.74% | 331.95%-328.2pp | 263.71%-260.0pp | 478.89%-475.1pp |
| Employer contribution / active EE | $12,598 | $5,299+137.7% | $4,831+160.8% | $4,840+160.3% |
| Participant deferral / active EE | $14,787 | $7,752+90.8% | $7,354+101.1% | $6,343+133.1% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |