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 | $724,459 | $100,073+623.9% | $85,126+751.0% | $145,877+396.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.07% | 84.11%-77.0pp | 66.63%-59.6pp | 551.28%-544.2pp |
| Employer contribution / active EE | $1,250 | $3,236-61.4% | $2,731-54.2% | $4,663-73.2% |
| Participant deferral / active EE | $15,250 | $5,294+188.0% | $4,523+237.1% | $6,691+127.9% |
| Admin fee / account holder | $6 | $7,261-99.9% | $6,160-99.9% | $13,402-100.0% |