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 | $806,426 | $202,342+298.5% | $172,752+366.8% | $152,897+427.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.15% | 1029.83%-1021.7pp | 802.97%-794.8pp | 345.43%-337.3pp |
| Employer contribution / active EE | $18,667 | $5,858+218.7% | $5,144+262.9% | $4,764+291.9% |
| Participant deferral / active EE | $4,973 | $5,948-16.4% | $5,198-4.3% | $5,851-15.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |