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 | $421,113 | $102,422+311.2% | $147,117+186.2% | $80,959+420.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 3.09% | 135.16%-132.1pp | 420.54%-417.4pp | 35.67%-32.6pp |
| Employer contribution / active EE | $16,094 | $3,717+332.9% | $4,932+226.3% | $2,757+483.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $61 | $7,953-99.2% | $12,993-99.5% | $6,925-99.1% |